Administrative Accounting Assistant Full Time NEW

POSITION SUMMARY

The Administrative Accounting Assistant provides essential support to the administrative team by managing daily tasks, maintaining systems, and assisting in operational processes. This role is focused on ensuring the accuracy and efficiency of administrative workflows, handling basic system updates, and assisting senior team members with follow-ups, communication, and accountability tasks. The Administrative Accounting Assistant will learn and grow by shadowing calls, completing training tasks, and contributing to operational improvements.

PERFORMANCE OBJECTIVES

• Maintain and updating of systems, including Zapier, Kintone, and HubSpot, Karbon, Microsoft 365, Rightworks, Adobe.
• Perform daily follow-ups, email management (e.g., auto-close tasks, follow-ups), and tracking team accountability actions (AAs).
• Update performance tracker apps monthly and handle basic Kintone process tasks as assigned.
• Monitor Drift for client and candidate messages and respond or escalate as needed.
• Assist in managing calendar invites, client database updates, and lead tracking.
• Handle basic team member queries and escalate complex issues to senior staff.
• Participate in training and shadow calls to learn best practices and administrative workflows.
• Assist with TSLs (Training Shadow Learning), including completing assigned training tasks and learning SOPs.
• Contribute to team huddles, gaining insights into operational priorities and improvements.
• Support MBD Clock-in tasks, including basic updates to records.
• Assist in ROST and off-boarding tasks under the supervision of senior team members.
• Review and process KT notifications and assist with minor system troubleshooting.
• Handle additional administrative tasks and projects as assigned by senior management.
• Maintain and update documentation, ensuring accuracy and accessibility for team members.

KEY COMPETENCIES

• Basic understanding of administrative tools like Zapier, Kintone, Karbone and HubSpot (training provided).
• Strong organizational skills with attention to detail.
• Excellent communication skills, both written and verbal.
• Eagerness to learn and grow in a dynamic work environment.
• Ability to follow instructions, meet deadlines, and manage priorities effectively.
• Proficiency in Microsoft Office Suite and basic accounting knowledge is a plus.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Accounting, Business Administration, or a related field.
• Entry-level experience in administrative or technical roles preferred; internships or coursework in accounting or administration are a plus.

PHYSICAL REQUIREMENTS:

• Ability to spend prolonged periods sitting at a desk and working on a computer.

BENEFITS:

• Competitive salary.
• Flexible, remote work hours.
• Opportunities for professional training and development.

COMMITMENT TO DIVERSITY:

Intentional Accounting is an equal-opportunity employer. We value a diverse workforce and actively foster inclusion across all interactions with clients, employees, and partners.

Work Location: Remote