<p>We are looking for a detail-oriented and organized Executive Assistant to provide vital support to a small, collaborative team in Charlotte, North Carolina. This role involves managing administrative tasks, overseeing bookkeeping functions, and ensuring smooth communication across the team. The ideal candidate will be proactive and skilled in financial operations, with a strong ability to maintain accuracy and efficiency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Administrative & Executive Support</strong></p><ul><li>Collaborate with fellow administrators to deliver exceptional service and consistent support across the organization.</li><li>Manage complex travel logistics for investment professionals, including:</li><li>Full-cycle travel planning</li><li>Monitoring flight schedules and adjustments</li><li>Coordinating group travel and aligning schedules across teams</li><li>Completing expense reports and related documentation</li><li>Maintain and manage executive calendars; proactively identify conflicts and respond quickly to unexpected scheduling changes.</li><li>Coordinate board meetings, investment-related travel, and multi‑party scheduling needs.</li></ul><p><strong>Office & Operational Support</strong></p><ul><li>Organize internal and external meetings, including onsite and offsite arrangements.</li><li>Partner with third‑party vendors and service providers.</li><li>Occasionally assist with select personal requests (e.g., family travel) for senior leaders.</li><li>Build strong, professional relationships with executives across partner companies, advisory contacts, and other external stakeholders.</li><li>Support general office operations and maintain shared spaces as needed.</li><li>Own long-term administrative projects and manage them with minimal oversight.</li><li>Maintain the highest level of confidentiality, professionalism, and discretion.</li></ul><p><strong>Team Culture & Function-Specific Expertise</strong></p><ul><li>Demonstrate a positive attitude, reliability, and a commitment to excellence.</li><li>Offer assistance proactively and complete tasks independently.</li><li>Over time, develop subject‑matter expertise in certain operational areas (e.g., events, IT coordination, philanthropic activities, office services, office relocations).</li><li>Experience with office moves is helpful but not required.</li></ul><p><br></p>
<p>Are you someone who loves supporting people, keeping things organized, and being at the heart of a team-driven environment? Our client—a long‑standing, family‑owned organization with a close‑knit culture—is looking for a <strong>Bilingual HR Assistant</strong> to join their hardworking and highly collaborative team.</p><p>This is a great opportunity for someone who thrives in a people-first environment and enjoys variety in their day!</p><p><br></p><p><strong>What You’ll Do</strong></p><p>In this role, you’ll be a key partner to both employees and leadership by helping keep HR operations running smoothly. Your responsibilities will include:</p><ul><li>Preparing and sending company-wide emails and communications</li><li>Supporting <strong>onboarding and offboarding</strong> processes</li><li>Coordinating team events, celebrations, and employee engagement activities</li><li>Assisting with benefits paperwork and employee documentation</li><li>Helping maintain organized HR files and systems</li><li>Jumping in wherever needed to support a tightly aligned HR and operations team</li></ul><p><strong>What Makes This Role Special</strong></p><ul><li><strong>Family-Owned & Close-Knit:</strong> You’ll work with a team that truly cares about each other.</li><li><strong>Team-Oriented:</strong> Everyone rolls up their sleeves and supports one another.</li><li><strong>Stable Schedule:</strong> Onsite, Monday–Friday, 40 hours/week—no surprises.</li><li><strong>Real Impact:</strong> Your work will directly improve the employee experience every day.</li></ul><p><br></p>
<p>This organization is seeking an Accounting Assistant with a passion for learning and long-term career growth. The ideal candidate brings exposure to third-party administration, the medical/benefits/healthcare field, and a comprehensive accounting background—including accounts payable (AP), accounts receivable (AR), financial statements, general ledger (GL), and journal entries.</p><p><br></p><p>In this role, you will support daily financial operations by assisting with AP, cash applications, banking transactions, general ledger activities, and internal customer support. You will help ensure the accuracy and timeliness of financial records, process payments and receipts, and maintain strong working relationships with vendors and internal teams. This is a career opportunity for someone who wants to expand their skills and knowledge in all areas of accounting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process invoices and maintain full-cycle accounts payable entries</li><li>Produce and distribute monthly remittance reports</li><li>Maintain and update vendor records in accounting systems</li><li>Research and resolve discrepancies to ensure accurate vendor and customer accounts</li><li>Communicate directly with vendors for payment questions and issue resolution</li><li>Assist with vendor payments, passthrough funds, and client funding transfers</li><li>Record and apply incoming customer payments; research overpayments and shortages</li><li>Record miscellaneous receipts and initiate outgoing payments</li><li>Maintain accurate customer balances and support internal/external payment inquiries</li><li>Generate reports and reconcile general ledger accounts</li><li>Prepare and post journal entries as assigned</li><li>Assist with month-end close and reconciliation</li><li>Support internal teams with payment requests, reimbursements, and documentation</li><li>Help with audit preparation and annual 1099 processing</li><li>Complete ad-hoc reporting and special accounting projects as needed</li></ul><p><strong>Required</strong></p><ul><li>High School Diploma or equivalent</li><li>5+ years of experience in accounts payable, including high-volume invoice processing and vendor reconciliation</li><li>Proficiency with accounting systems and financial software (QuickBooks and Workday preferred)</li><li>Understanding of accounting principles, including accruals and expense reporting</li><li>High attention to detail, accuracy, communication, and teamwork</li><li>Ability to manage multiple priorities and meet deadlines</li></ul><p><br></p>
