Overview
Executive Administrative & Finance Assistant Jobs in San Juan, PR at Careers Inc
Our client, a dynamic firm specializing in investment advisory, is seeking an Executive Administrative & Finance Assistant to provide high-level support to the CEO and CFO. This role serves as a strategic partner to executive leadership, managing complex calendars, coordinating high-level meetings, handling confidential communications, and assisting with core administrative and bookkeeping functions.
Responsibilities:
Provide direct support to executive leadership by managing calendars, coordinating meetings, preparing documents, and handling internal and external communications.
Carry out day-to-day administrative tasks, including correspondence, document filing (physical and digital), office logistics, and vendor coordination.
Oversee the full invoicing process: creating, issuing, sending, and following up on client invoices.
Record and maintain up-to-date financial transactions, including income, expenses, accounts payable, and receivable.
Prepare and track IVU (Sales and Use Tax) filings, ensuring compliance with local tax regulations.
Monitor office supply inventory, coordinate small purchases, and manage general service providers.
Follow up on outstanding payments from clients and vendors.
Requirements & Experience:
5 to 7 years of experience in administrative and accounting-related roles.
Advanced proficiency in Microsoft Office, especially Excel and Word.
Proven experience in invoicing, collections, and basic knowledge of IVU in Puerto Rico.
Excellent writing, communication, and organizational skills.
Fully bilingual and fluent in English and Spanish (written and spoken).
High level of confidentiality, discretion, and ability to handle sensitive information with integrity.
Experience supporting executive or senior-level leadership is a plus
Job Type: Full-time
Schedule:
8 hour shift
Monday to Friday
Ability to Commute:
San Juan, PR 00917 (Required)
Ability to Relocate:
San Juan, PR 00917: Relocate before starting work (Required)
Work Location: In person
Title: Executive Administrative & Finance Assistant
Company: Careers Inc
Location: San Juan, PR
Category:
