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Admin for Accounting and automation company (USA)

Coordinate client tasks across bookkeeping teams

Manage tasks and deliverables for multiple client accounts, ensuring smooth operations. Coordinate with clients and teams to gather necessary documents and information.

Why This Role?

Work during Eastern Time business hours with a flexible remote setup

Required Skills

Task ManagementClient CoordinationData EntryCommunication

Keywords

admin supportbookkeepingautomationremote workclient management
View Original Description from Contra

Original description from Contra

We are a bookkeeping and automation services company looking for a sharp, organized Administrative Operations Coordinator to help keep our client work running smoothly. You will sit at the center of our operations, managing tasks and deliverables across our bookkeeping and automation teams. Think of this role as the person who makes sure nothing falls through the cracks, without needing to do the technical work yourself. What you will be doing: Coordinating tasks and tracking deliverables across multiple client accounts. Collecting credentials, API keys, logins, and access permissions from clients and organizing them securely. Entering client information into our internal software and tools. Requesting and following up on financial documents from clients (bank statements, tax forms, receipts, etc.). Keeping our project management systems updated so the team always knows what is next. Communicating with clients professionally to gather what we need and keep things moving. What we are looking for: Someone who is naturally organized and detail-oriented. Comfortable working with software tools and learning new platforms quickly. Strong written communication skills. Able to work during Eastern Time business hours. Experience in bookkeeping, finance operations, or agency coordination is a plus but not required. You do not need a technical or accounting background. You need to be the kind of person who can manage a checklist, chase down a missing document, and keep a team on track. Details: Remote position. Must be available during Eastern Time working hours. Please include a brief note about your experience managing tasks or coordinating across teams. A few things I kept in mind: no inflated language or fake urgency, no mention of AI-generated content or tricks that platforms flag, and everything is framed as a legitimate, clearly scoped role. This should sit well on Upwork, Fiverr Business, or any other hiring platform. Let me know if you want to adjust the tone, add compensation details, or tailor it for a specific platform.


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Company
Stackgs
Source
Contra
Salary
$XX,XXX
Job Type
contract
Location
Worldwide Remote · Remote
Category
Operations
Seniority
entry
Posted
Mar 28, 2026