Executive Office Manager

Secure Accounting Miami is seeking a self-starting Office & Financial Operations Manager with bookkeeping experience and strong office management skills. This person will help build structure, manage daily operations, support financial organization, and keep the office running without constant direction.

Key Responsibilities

This role requires someone proactive, organized, dependable, and able to identify what needs attention before being asked.

• Manage day-to-day office operations
• Monitor calendars, meetings, availability, and scheduling
• Communicate with clients professionally and promptly
• Notify clients when the Managing Partner is unavailable or out of office
• Maintain organized files, records, and client documents
• Support bookkeeping and financial organization
• Review invoices, payments, and QuickBooks activity
• Track outstanding client documents, payments, and follow-ups
• Improve office systems, templates, workflows, and processes
• Support social media posting, scheduling, and engagement
• Identify problems, gaps, or inefficiencies and bring solutions
• Provide regular updates on completed work, pending items, and concerns
• Handle confidential client and business information with professionalism

Ideal Candidate

The ideal candidate can take ownership of the role, manage priorities independently, communicate clearly, and stay productive during both busy and slower periods. This person should be comfortable helping build structure inside a growing financial services business.

Qualifications

Associate’s degree in Finance, Business Administration, Accounting, or a related field is required. A bachelor’s degree is preferred. Candidates should have prior experience or strong working knowledge in the financial, accounting, bookkeeping, or tax industry.

• QuickBooks experience required
• Prior experience or strong working knowledge in the financial, accounting, bookkeeping, or tax industry is highly recommended
• Experience as an Office Manager, Bookkeeper, Operations Assistant, Administrative Lead, Financial Coordinator, or similar role
• Strong organization and follow-up skills
• Experience managing calendars, documents, client communication, and office systems
• Strong written and verbal communication skills
• Comfortable using Google Workspace, including Gmail, Calendar, Drive, Docs, and Sheets
• Able to work independently without constant supervision

Preferred Experience

• Experience in an accounting, bookkeeping, tax, or financial services firm
• Experience supporting a business owner, managing partner, or executive
• Experience creating or improving office systems and workflows
• Basic social media or marketing support experience
• This Role Is Best For Someone Who:
• Does not need to be micromanaged
• Can see what needs to be done and take action
• Is organized, reliable, and detail-oriented
• Can balance client service, office operations, and bookkeeping support
• Brings solutions instead of only pointing out problems
• Wants to help build structure inside a growing business
• Compensation

Compensation will be based on experience, skill level, and scope of responsibilities.