Remote Assistant to the CFO & Head Accounts Officer

Working with a recognized firm like Capital Crest Private Wealth means joining a team that values integrity, precision, and client-first thinking. Our culture rewards people who are proactive, discreet, and deeply organized. If you enjoy solving problems, supporting senior leaders, and being the quiet engine behind executive decision-making — we want to hear from you.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field — preferred but not required.
• 2+ years supporting senior finance or executive teams (or comparable experience).
• Strong Excel and cloud-collaboration skills.
• Excellent verbal & written communication and high standards for confidentiality.

Role & Responsibilities

• Prepare monthly reports, reconciliations, and executive summaries.
• Coordinate virtual meetings, manage calendars, and prepare agendas.
• Maintain confidential records and assist with audit documentation.
• Draft clear communications for internal and external stakeholders.
• Support ad-hoc financial research and project work requested by leadership.

Benefits

• Competitive pay: $3,500 bi-weekly.
• Bonuses for tasks completed with high ratings.
• Fully remote; flexible schedule and professional development support.