Bookkeeper and Executive Assistant Job at iPerformX, Newport Beach, CA

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  • iPerformX
  • Newport Beach, CA

Job Description

Job Title: Executive Assistant & Bookkeeper

Location: 140 Newport Center Drive, Newport Beach, CA 92650

Position Type: Full-Tme

Reports To: CEO/CPO

Position Overiew

We are seeking a highly organized, proactive, and detail-oriented Executive Assistant & Bookkeeper to support our executive team and manage the day-to-day financial operations of the business. This dual-role position requires a professional who is comfortable wearing multiple hats, thrives in a dynamic environment, and can maintain confidentiality, accuracy, and efficiency across both administrative and bookkeeping tsks.

This is a full-time role based on a standard Monday through Friday, 9:00 AM to 5:00 PM schedule, with the expectation of evening and weekend availability as needed to support executive and business demands.

Key Responsiilities

Executive Assistant Duties (appox. 50%)

• Provide high-level administrative support to the CEO and CPO, including managing calendars, scheduling meetings, and coordinating travel arrangements.

• Prepare and edit documents, reports, presentations, and internal commnications.

• Act as a gatekeeper and liaison between executives and internal/external stakeholders.

• Assist with project management, tracking action items, and following up on deadlines.

• Organize and maintain electronic filing systems and manage sensitive information wih discretion.

• Support event planning, meeting logistics, and special projects as needed.

• Be responsive and available for urgent executive needs during evenings or weekend, as necessary.

Bookkeeping Dutes (approx. 50%)

• Perform daily financial transactions including posting and verifying receipts, invoies, and payments.

• Manage accounts payable and receivable, ensuring accurate andtimely processing.

• Reconcile bank statements, credit cards, and otherfinancial accounts.

• Prepare monthly,quarterly, and annul financial reports.

• Maintain the general ledger and ensure compliance with relevant laws nd internal controls.

• Assist with budget tracking, cash flow management, and yearend audit preparation.

• Use accounting software such as QuickBooks or similar patforms.

Qualifications

Required

• Proven experience as an Executive Assistant and Bookkeper (3+ years preferred).

• Proficiency in Microsoft OfficeSuite and Google Workspace.

• Proficiency in accounting software (e.g., QuickBooks, Xero, FreshBooks).

• Strong understanding of basic accounting principles and practices.

• Excellent written ad verbal communication skills.

• Ability to multitask, prioritize, and work independenly in a fast-paced environment.

• High level of integrity and discretion in hndling confidential information

• Willingness to work evenings and weekends as needed.

Preferred

• Associate’s or Bachelor’s degree in Business Administration, Accounting, Finance, or related

field.

• Experience working in a small business or startup environment.

• Familiarity with CRM, project management tools, and online scheduling systems.

Compenstion

Starting salary: $48,000 annually

Flexible work schedule when possible,

balanced with availability expectations

Profesional development opportunities.

To Apply

Please submit your resume and a cover letter highlighting your relevant experience and why you're a great fit for this hybrid role.

Contact: Ariah Elmore, Chief People Officer, at [email protected]

Job Tags

Full time, Flexible hours, Weekend work, Afternoon shift, Monday to Friday,

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