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Executive Assistant to the President

4 weeks ago

North Alton NS, Canada Trajectory Bookkeeping Inc. Full time

About Trajectory CFO

Trajectory CFO is a fractional CFO firm dedicated to helping business owners gain financial clarity, peace of mind, and confidence in decision-making. We partner with growing companies to eliminate financial pitfalls, provide leadership-level financial insight, and chart a clear path to achieving their goals. We guide entrepreneurs through everything from cash management to strategic planning.

About the Role

We are seeking a highly organized and detail-oriented Executive Assistant to support the daily operations of Trajectory CFO and work directly with the President. This role is critical in ensuring smooth communication, accurate record-keeping, and timely execution of financial and operational tasks. You will support both client-facing and internal initiatives. This is a part-time position with the opportunity to grow as our firm expands.

Key Responsibilities

· Monitor and manage email inboxes: respond, triage, and escalate as needed

· Enter weekly travel logs and track expenses

· Record weekly transactions in QuickBooks Online (QBO)

· Prepare reports, conduct research, and assist in creating presentations, business plans, and other documents

· Schedule and coordinate calendar invites; manage multiple calendars & mailing lists

· Plan and accompany the President on company travel

· Provide general administrative and operational support as required

Qualities & Skills

· High attention to detail and accuracy

· Strong written and verbal communication skills

· Proficiency in Microsoft 365 (Excel, Word, SharePoint, etc.)

· Organized, resourceful, and able to work independently

Nice to Have

· Experience with QuickBooks Online

· Ability to edit and post videos for marketing or training purposes

· Comfortable working in an Apple-based environment

· Ability to communicate effectively via text

· Driver's license with clean driving record

Position Details

· Part-time to start, with potential for expanded hours/responsibilities

· Flexible work environment supporting a fast-growing financial services firm

Job Type: Part-time

Pay: $22.00-$28.00 per hour

Expected hours: 20 per week

Work Location: Hybrid remote in North Alton, NS