Role Overview:
We are seeking a highly proactive and strategic Executive Assistant to support business operations across multiple service lines. This role goes beyond task execution and requires someone who can independently manage workflows, coordinate teams, and ensure operational efficiency with mínimal supervision.
Key Responsibilities:
- Own and manage end-to-end workflows across multiple service lines
- Track and oversee the full client lifecycle, including onboarding, deliverables, and status updates
- Ensure work progresses smoothly without requiring constant client intervention
- Proactively follow up with clients, contractors, and internal team members
- Manage, delegate, and oversee tasks assigned to the existing Wing assistant
- Coordinate across team members to ensure alignment and timely execution
- Review deliverables for accuracy and completeness before client escalation
- Develop, document, and maintain SOPs and internal processes
- Build and structure workflows for newer bookkeeping operations
- Maintain workflow systems and ensure operational visibility at all times
- Support bookkeeping workflows and client communication via Double HQ
- Assist with client management systems and process optimization
Required Skills & Experience:
- Strong operations and workflow management experience
- Proven ability to work independently and proactively
- Experience managing teams or delegating work
- High attention to detail and solid organizational skills
- Excellent communication and follow-up skills
- Experience with bookkeeping tools (preferred but not mandatory)
Tools & Platforms (Preferred Experience):
- QuickBooks or similar bookkeeping software
- Google Workspace (Docs, Sheets, Drive, etc.)
Tools Client Will Provide Training On:
- Double HQ (bookkeeping & client communication platform)
- Delenta (CRM - being phased out by year-end)
- Ninety Platform
- Calendly
- Internal workflow systems
This role is best suited for someone who:
- Thinks like an ope
📌 Executive Assistant (India)
🏢 Wing AI
📍 India