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Executive Assistant - Accounting & Administrative Support

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Virtual Assist
Full Time position
Listed on 2026-10-02
Job specializations:
  • Accounting
    Bookkeeper/ Accounting Clerk, Office Administrator/ Coordinator, Accounting Assistant, Accounts Receivable/ Collections
  • Administrative/Clerical
    Bookkeeper/ Accounting Clerk, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

We are seeking a highly capable, detail-oriented, and proactive Executive Assistant to provide accounting, administrative, and estimating support to company leadership at a growing custom remodeling/design-build company. This role will be responsible for supporting Accounts Payable (AP), Accounts Receivable (AR), client invoicing, vendor and subcontractor coordination, construction estimating, project documentation, and general executive administration.

Key Responsibilities:
  • Review, organize, code, and process vendor bills for entry into  and Quick Books Online.
  • Apply the correct Class, Customer, Project, and Cost Code to vendor bills and ensure accurate financial coding.
  • Coordinate vendor bill approvals and payments through
  • Communicate with Project Managers, vendors, and subcontractors regarding invoices, payment status, missing documentation, and accounting questions.
  • Coordinate closely with the company’s third-party bookkeeping team to ensure accurate and timely financial processing.
  • Maintain accurate records of vendor bills, invoices, payments, and other financial documentation.
  • Maintain and update vendor-to-cost-code references and other accounting resources within Google Drive.
  • Assist with preparing and processing monthly client invoices in Quick Books Online.
  • Maintain project-level tracking of Estimated vs. Actual vs. Projected costs.
  • Create and maintain new tabs and supporting documentation for each client invoicing cycle.
  • Send client invoices and payment links through
  • Follow up with clients regarding outstanding payments, billing questions, and invoice-related issues as needed.
  • Track outstanding vendor and subcontractor estimates and proactively follow up to obtain pricing and quotes on time.
  • Distribute project scopes and scope sheets to vendors and subcontractors and ensure requested pricing is received by established deadlines.
  • Assist with building Schedule A construction estimates, including drafting scope-of-work descriptions and entering budget numbers.
  • Build estimates using vendor quotes, confirmed pricing, comparable-project data, and established company estimating templates.
  • Support the company’s two-pass estimating process and ensure estimates are complete, organized, and properly documented.
  • Collect, organize, and enter vendor pricing, quotes, estimates, and unit rates into spreadsheets and company systems.
  • Maintain an organized library of confirmed vendor pricing, unit rates, and subcontractor contact information.
  • Organize project files in Google Drive, including estimates, scopes, vendor information, invoices, quotes, and related documentation.
  • Follow established file-naming conventions and document-management procedures.
  • Track project action items, outstanding requests, deadlines, and deliverables to ensure timely completion.
  • Assist with periodic reconciliations by comparing actual paid costs against estimates and project budgets.
  • Identify and flag cost discrepancies, overages, duplicate charges, missing information, or other potential issues.
  • Maintain and update spreadsheets, databases, financial records, estimating documents, and operational documentation with a high level of accuracy.
  • Provide general administrative and executive support to company leadership, including scheduling, correspondence, coordination, and day-to-day administrative tasks.
  • Support the documentation and continuous improvement of internal accounting, estimating, and administrative processes.
  • Identify repetitive tasks and opportunities to improve workflows through technology, AI, or automation.
  • Assist with testing and implementing AI tools and automated workflows that improve accounting, estimating, document management, and administrative processes.
  • Proactively identify missing information, overdue items, or…
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