Executive Assistant

Executive Assistant & Client Relations Coordinator – Boutique Accounting Firm

Role Details

• Type: Part-Time Contractor (1099)
• Hours: 25+ hrs/week, Monday–Friday
• Location: Remote; Denver Metro preferred
• Rate: $28–$30/hr commensurate with experience

Apply by sending your resume + tell us: If your personal motto had to fit on a Post-it note on your desk, what would it say and why?

Wolfe Accounting & Consulting is a boutique accounting and consulting firm serving medium-to-large businesses and high-net-worth individuals. We pride ourselves on accuracy, professionalism, and an elevated client experience.

We're seeking an Executive Assistant & Client Relations Coordinator who is proactive, polished, and detail-oriented to support the firm's daily operations — with a focus on high-touch client care. This is a part-time, contractor role requiring at least 25 hours per week, Monday through Friday, with overlap during U.S. business hours. While the role is primarily remote, we prefer a candidate located in the Denver Metro area who can occasionally support in person (e.g., client errands, event support, or firm gatherings).

Areas of Ownership

Client Experience & Communication

• Serve as the first point of contact for clients, ensuring all interactions feel personal, professional, and bespoke.
• Manage the owner's calendar with precision — scheduling, confirming, and following up on client/internal meetings.
• Serve as the point of contact when owner is unavailable or traveling
• Draft polished client communications and follow up with meeting notes, action items, and reminders.
• Plan and coordinate thoughtful touchpoints (e.g., client gifts, birthdays, holidays, and special events).
• Support client-facing events and team gatherings, ensuring details are seamless.

Executive & Firm Support

• Confirm all appointments weekly and manage real-time changes.
• Coordinate travel, professional development, and occasional client/firm events.
• Save and organize permanent client records and files with accuracy.
• Assist with client onboarding and offboarding (e.g., forms, welcome materials, archiving).
• Support light marketing/outreach projects such as podcast coordination or speaking event logistics.

Operations & Financial Admin

• Delivery monthly invoices to clients using QuickBooks Online software.
• Track internal tasks and ensure deadlines are met across the team.
• Handle light financial administration such as coding transactions, reviewing invoices, and supporting compliance tasks (e.g., 1099s, engagement letters).
• Conduct research for vendors, tools, and client-related needs.

What We're Looking For

• Proven experience as an Executive Assistant, Client Relations Coordinator, or Operations Assistant in a professional services setting (accounting/finance experience a plus).
• Strong attention to detail — you spot errors others miss and ensure nothing falls through the cracks.
• Excellent calendar, inbox, and task management skills.
• Professional, polished communication — written and verbal.
• Tech-savvy: proficiency with Microsoft Office, Zoom, and task/project management platforms (Asana, ClickUp, Trello, Canopy, etc.).
• Experience with QuickBooks Online and Excel A MUST.
• Ability to self-manage, think ahead, and follow through on commitments.
• Professional presence for occasional in-person support in Denver Metro.
• Discretion and professionalism when handling confidential financial and personal data.

Why This Role Matters

As our Executive Assistant & Client Relations Coordinator, you are a true liaison for clients, representing Wolfe Accounting & Consulting. Your ability to anticipate needs, communicate with care, and keep systems organized will directly shape how our clients experience the firm. By blending professional polish with operational excellence, you'll help us deliver service that feels as seamless as it is exceptional.

Apply by sending your resume + tell us: If your personal motto had to fit on a Post-it note on your desk, what would it say and why?

Job Types: Part-time, Contract

Pay: $ $30.00 per hour

Expected hours: 20 – 25 per week

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance

Work Location: Remote