Executive Assistant (Bookkeeping & Administration)

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

Expect scenarios on prioritizing an executive’s day, handling confidential documents, and producing accurate invoices or status reports under time pressure. Be ready to describe tools you use for schedules, spreadsheets, and remote communication, and how you balance bookkeeping accuracy with general admin support.

Fit summary

Strong fit if you are detail-oriented, comfortable supporting executives remotely from the Philippines, and can combine classic EA duties with bookkeeping-style document and invoice work. Less fit if you want pure accounting rather than broad administration.

Day in the role

As Executive Assistant (Bookkeeping & Administration) at Assist-world, you keep executives organized and support admin plus light bookkeeping. Typical work includes:

• Managing schedules, travel, and routine correspondence
• Preparing invoices, reports, memos, and basic financial documents in spreadsheets and word processors
• Coordinating records, office services, and routing calls or messages

Skills to emphasize

Build strength in calendar and travel coordination, clear written communication, spreadsheet and document prep for invoices and reports, and organized records handling. No certification resources were supplied for this listing; focus on demonstrable admin and bookkeeping workflow skills.

FAQ from this listing

Is this role remote?

Yes. The listing is marked remote, with location given as the Philippines.

What does the bookkeeping side involve?

DATA points to preparing invoices, reports, and financial-style documents with office software—not a full controller or CPA track.

Where can I learn more about the occupation?

See the O*NET summary for Executive Secretaries and Executive Administrative Assistants at onetonline.org.

Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

• Manage and maintain executives' schedules.
• Make travel arrangements for executives.
• Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
• Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.
• Answer phone calls and direct calls to appropriate parties or take messages.
• Prepare responses to correspondence containing routine inquiries.
• Open, sort, and distribute incoming correspondence, including faxes and email.
• Greet visitors and determine whether they should be given access to specific individuals.

O*NET source

Role overview (listing rewrite)

Executive Assistant (Bookkeeping & Administration) at Assist-world in Philippines Position Summary This is a full-time, remote position for an Executive Assistant to support a private investment firm based in the Philippines. The role involves managing day-to-day administrative tasks and bookkeeping duties, ensuring that high-net-worth clients and business partners receive top-notch support. Responsibilities Manage two executive email inboxes and calendars Schedule meetings, lunches, and follow-up appointments Update and maintain the CRM (currently Excel-based) Track client communications and proactively remind directors of follow-ups Process and organise invoices using QuickBooks Maintain spreadsheets and prepare reports and presentations Provide general administrative support to two business partners Handle confidential financial and client information with professionalism What We're Looking For A highly organised, trustworthy individual Experience in managing executive calendars and email inboxes Familiarity with QuickBooks for basic bookkeeping tasks Proficiency in Excel and CRM systems Strong communication skills to handle client interactions Ability to work independently and take ownership of tasks A proactive approach to problem-solving and follow-ups About Assist-world Assist-world is a private investment firm working with high-net-worth individuals across multiple investment projects. The company values professionalism, trustworthiness, and the ability to handle sensitive information discreetly. Applying for This Role To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

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Questions to ask them

• What does success look like in the first 90 days for this role?
• How is the team structured, and who would I work with most?
• What tools and systems does this role use daily?
• Is the work primarily based in Philippines, hybrid, or fully remote?