JamPot
Freelance - Executive Assistant with Finance & Bookkeeping Experience - UK Based
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The People Group
The People Group is a fractional talent and support business focused on connecting exceptional professionals with growing founders and leadership teams. We pride ourselves on quality, consistency, and long term partnerships. We believe that when our contractors are treated with respect, clarity, and fairness, that standard naturally carries through to the clients they support. Clear expectations, open communication, and mutual accountability are central to how we work.
We are currently seeking a highly skilled and tech savvy Executive Assistant with proven bookkeeping or finance experience and a strong understanding of AI tools and automation to join our freelance talent pool. In this role, you will support founders and senior leaders by managing executive operations, bookkeeping and financial administration, optimizing workflows and leveraging AI to improve efficiency and productivity.
This is a fully remote fractional role supporting clients across multiple time zones. The ideal candidate is proactive, detail oriented, highly organized and confident managing both executive support and finance related responsibilities in a fast paced environment.
Responsibilities
- Manage calendars and schedule meetings and appointments for clients
- Coordinate domestic and international travel arrangements and accommodations
- Prepare and edit documents, reports, presentations and correspondence
- Manage email inboxes and handle phone calls and other communications
- Organize and maintain files, records, databases and confidential information
- Assist in preparing meeting agendas, record meeting minutes, and track action items
- Perform bookkeeping and finance support tasks including invoice processing, accounts payable, accounts receivable, expense management, bank reconciliations, and financial record keeping
- Maintain and update financial records using accounting software such as Xero, QuickBooks or similar platforms
- Assist with budget tracking, financial reporting, and other finance related administrative tasks as required
- Collaborate with clients, accountants, and internal stakeholders to ensure accurate and timely financial processes
- Collaborate with team members to ensure efficient workflows and operational excellence
- Arrange and coordinate meetings, events, conferences, and client engagements
- Respond to and manage client requests including ad hoc tasks with professionalism, discretion, and attention to detail
- Perform other administrative and operational support tasks as required
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Requirements
- Experience using AI tools like ChatGPT, Claude, and Gemini
- Prompt writing and optimization
- Ability to automate workflows using Zapier, Make, or similar platforms
- Experience using AI for:
- Research
- Summarization
- Email drafting
- Task management
- Hands-on bookkeeping and finance support experience
- Proficiency using accounting software such as Xero, QuickBooks, Sage, or similar financial platforms
- Experience managing accounts payable, accounts receivable, invoicing, expense tracking, bank reconciliations, or other bookkeeping tasks
- Experience working in a fractional, freelance, or contract-based role
- Exceptional organizational and time management skills
- Excellent communication and interpersonal abilities
- Proficient in Microsoft Office, Google Workspace, and cloud-based business applications
- Ability to multitask and prioritize tasks effectively
- Strong attention to detail and accuracy
- High degree of professionalism and confidentiality
- Ability to work independently and remotely
- Flexible schedule and availability
- Demonstrated experience supporting multiple executives or clients simultaneously
- Experience with project management tools
- Familiarity with video conferencing and online collaboration tools
- Knowledge of office management systems and procedures
- Experience working with high net worth individuals is preferred but not essential
- Experience working with Family Offices is preferred but not essential
- Experience working with business leaders is preferred but not essential
- Flexible to occasionally meet clients in person if requested
- Knowledge of emerging AI software tools, models, and methodologies that enhance executive support and operational efficiency
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Benefits
You will be working as a contractor under the The People Group company name, therefore you are not a direct employee and only work as a contractor for our business.
The benefit of this structure means, all of our clients sign contracts directly with The People Group and not you as the Contractor, therefore you are protected as a remote contractor as The People Group take cares of the client service side of the function.
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