Executive Operations Assistant

Introduction
We are a growing bookkeeping based in Steamboat, supporting business owners locally and across the country. We help a wide range of businesses understand their numbers and make confident decisions.

Our firm is growing, which means more clients, more projects, and more momentum. We are looking for an Executive Operations Assistant to work directly with our CEO and help support the entire team by keeping things organized, moving, and running efficiently.

This is not a basic admin role. It is a high-trust, high-responsibility position for someone who thrives on organization, clarity, and keeping things moving behind the scenes.

How to Apply:
1. Include your Resume

2. Include a short video (2-3 minutes) introducing yourself and explaining why you are a great fit for this role!

3. Send an email with all the above to kacie@adventureawaitsbookkeeping.com.

Deadline to apply is 4/17/2026!

The Purpose of This Role

To increase the CEO’s effectiveness, strengthen internal systems, and ensure client operations run smoothly and consistently.

You will be the operational glue that keeps leadership organized, projects moving, and nothing falling through the cracks.

What You’ll Be Responsible For:

CEO & Leadership Support

• Manage and protect CEO calendar and priorities
• Prepare meeting agendas and document follow-ups
• Track leadership action items and commitments
• Compile KPI dashboards for quarterly performance reviews
• Prepare materials for client proposals and pricing updates
• Maintain organized documentation of decisions and processes

Client Operations & Logistics

• Manage onboarding logistics for new clients
• Track document collection and client deadlines
• Distribute financial reports and maintain client portals
• Manage software access and login organization
• Improve and standardize client communication templates

Internal Systems & Workflow

• Maintain and update SOP library
• Track workflow bottlenecks and follow up with team members
• Prepare weekly team meeting agendas and recap notes
• Support system implementations and QBO conversions
• Assist with KPI tracking and bonus calculation documentation

Office & Administrative Operations

• Oversee outgoing client payments, including printing and mailing checks
• Maintain organized digital and physical filing systems
• Ensure office supplies and materials are consistently stocked
• Support day-to-day administrative needs that keep the team operating efficiently

Special Projects

• Support internal process improvement initiatives
• Help implement new tech and operational systems

What We’re Looking For

You might be a strong fit if you:

• Are extremely organized and detail-oriented
• Are proactive and anticipate needs before being asked
• Are comfortable managing up and holding leaders accountable
• Thrive in structured systems and improving processes
• Communicate clearly and professionally
• Can juggle multiple priorities without losing composure
• Have experience supporting executives or operations in a professional services environment
• Have strong technical confidence with software systems

Bonus if you have:

• Experience in bookkeeping, accounting, or financial services
• Experience in project management
• Familiarity with QuickBooks Online and workflow tools

Our Culture

We value:

• Proactive problem-solving
• Accountability
• Flexibility
• Strong client relationships
• Clear communication
• Continuous improvement

We operate with a “Three Then Me” mindset, encouraging independent problem-solving before escalation.

Compensation & Benefits

• Full-Time Position
• Pay Rate Range: $25–35 per hour (depending on experience)
• Performance bonus potential
• Paid time off
• 401K Matching
• "Work from anywhere" Fridays!
• Growth opportunity as the firm scales

This role has strong long-term growth potential as the company continues to expand.

Why This Role Matters

As we grow, strong systems and leadership support become critical. This position plays a direct role in shaping how our firm scales and how effectively our leadership team operates.

If you thrive behind the scenes making things run seamlessly, and you want to be part of a growing firm with high standards and meaningful client impact, we would love to hear from you.

Pay: $20.00 - $35.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Work Location: Hybrid remote in Steamboat Springs, CO 80487