Work From Home | Part-Time | Opportunity for Full-Time

Are You the Person Who Keeps Everything Running Smoothly?

Are you the kind of person who LOVES checking things off a to-do list?

Do you notice the little details others miss? Enjoy creating order out of chaos? Take pride in getting things done **without someone having to remind you?**

If you're organized, tech-savvy, dependable, and enjoy helping people, **we want to hear from you!**

**Busy Bee Advisors** is looking for a motivated, detail-oriented **Administrative Support Specialist** to join our growing bookkeeping, accounting, and tax firm.

This is a **remote, part-time opportunity** with the potential to grow into a full-time position.

We're a busy, fast-moving company, and we need someone who can jump in, take ownership of their responsibilities, and help keep our team, clients, and daily operations running smoothly.

WHAT YOU'LL BE DOING

No two days will look exactly the same! You'll be helping our team stay organized, supporting our clients, and making sure important details don't fall through the cracks.

Your responsibilities will include:

- **Task & Project Management:** Track assignments, update deadlines, and manage daily administrative tasks using Monday.com.
- **Client Support:** Assist clients with online portals, document submissions, and general administrative questions.
- **Client Onboarding:** Help welcome new bookkeeping and tax clients, collect documents, and coordinate onboarding.
- **Prospect Follow-Up:** Maintain prospect records, track communications, and follow up consistently with potential clients.
- **Document Management:** Scan, organize, upload, and maintain client files using SmartVault and other online systems.
- **Scheduling & Calendars:** Coordinate appointments, manage calendars, and assist with scheduling.
- **Email & Communications:** Prepare, organize, and schedule client communications and email campaigns.
- **Systems & Procedures:** Help create, document, and maintain Standard Operating Procedures (SOPs).
- **Database Management:** Maintain accurate client and prospect contact information.
- **Software & Data Management:** Transfer information between software platforms and ensure accuracy.
- **General Administrative Support:** Assist with FedEx shipments, delivery confirmations, occasional Amazon returns, and other operational needs.

Because we work with sensitive financial and tax information, **confidentiality, accuracy, and professionalism are absolutely essential.**

? WHO WE'RE LOOKING FOR

We're not necessarily looking for someone who knows everything.

**We're looking for someone who takes initiative, figures things out, and follows through.**

You'll likely be a great fit if you:

- Are EXTREMELY organized and detail-oriented.
- Are dependable and do what you say you're going to do.
- Can work independently without constant supervision.
- Are comfortable learning new software and technology.
- Communicate clearly and professionally, especially in writing.
- Enjoy following systems, checklists, and established procedures.
- Can juggle multiple responsibilities and stay on top of deadlines.
- Aren't afraid to ask questions when something isn't clear.
- Take ownership of mistakes and work to correct them.
- Genuinely enjoy helping people and solving problems.

**BONUS POINTS IF YOU:**

- Have worked remotely before.
- Have experience in an accounting, bookkeeping, tax, or professional services firm.
- Are familiar with Monday.com, SmartVault, Mailchimp, or similar platforms.
- Have experience with client onboarding, CRM systems, or administrative workflows.

Don't know all our software? **That's okay!** We're happy to train the right person who is eager to learn.

THIS PROBABLY ISN'T THE RIGHT FIT IF...

- You need someone constantly checking in to make sure your work gets done.
- You struggle to stay organized or meet deadlines.
- You're uncomfortable using technology or learning new systems.
- You prefer waiting for instructions rather than taking initiative.
- You don't enjoy detailed administrative work.

We're looking for someone who can become a trusted, dependable part of our team.

A LITTLE ABOUT US

**Busy Bee Advisors** is a remote bookkeeping, accounting, and tax firm helping small business owners across the United States take the stress out of managing their finances.

Founded in 2016, we've grown into a successful firm serving hundreds of business owners.

We're a technology-driven, fully remote company that values efficiency, accountability, great communication, and taking excellent care of our clients.

We believe in working smarter, creating great systems, and building a team of people who genuinely care about the work they do.

Learn more about us at www.busybeeadvisors.com

POSITION DETAILS

**Position:** Administrative Support Specialist
**Location:** Remote / Work From Home
**Schedule:** Part-Time
**Growth Opportunity:** Potential to transition into a full-time role
**Compensation: $15 - 20/hr DOE
**Background Check:** Required for all candidates

HOW TO APPLY

**We want to know more about YOU than just what's on your resume!**

To be considered, please submit your **resume, desired hourly pay rate**, and answers to these six questions:

1. **Why are you interested in working with Busy Bee Advisors?**
2. Tell us about your previous administrative, office, or customer service experience.
3. Have you worked remotely before? If so, how do you stay organized and accountable?
4. What software, systems, or technology are you most comfortable using?
5. Tell us about a time you noticed something needed to be done and took the initiative to handle it without being asked.
6. **Why should we hire YOU? What would make you an outstanding addition to our team?**

**IMPORTANT:** Please answer all six questions. Applications without complete answers may not be considered.

**No phone calls, please.** Qualified applicants will be contacted directly.

**If you're organized, motivated, love checking things off your list, and want to be part of a growing company, we'd love to hear from you!**