Remote Personal Assistant Jobs in Indiana (NOW HIRING)

Are you looking for a meaningful part-time opportunity to make a true impact? Our accounting firm specializes in CFO and bookkeeping services, delivering high-touch support for business and nonprofit clients nationwide. As a member of our close-knit team, you’ll help us maintain operational excellence, ensure a thriving culture, and support our mission to empower client success.

What We Offer:

• Mission-Driven Work: Help businesses and nonprofits achieve their goals through expert financial guidance.
• Supportive Team Culture: Collaborate with dedicated professionals in an inclusive, growth-oriented firm.
• Flexibility: Remote, part-time role (20-25 hours/week), offering work-life balance and autonomy.
• Engagement and Growth: Enjoy a culture that values feedback, celebrates achievements, and invests in professional development.

Essential Duties and Responsibilities

The Part-Time Operations Manager is the backbone of our firm’s daily operations and a champion for team engagement. You will oversee and improve internal processes, support technology adoption, and nurture a vibrant, collaborative firm culture.

Key Responsibilities:

Operational Support & Workflow Management

• Oversee and continually improve firm processes, policies, and workflows for client service delivery.
• Coordinate client onboarding to ensure efficient, positive experiences.
• Implement and monitor tools and software for optimal workflow and data security.
• Maintain compliance with industry standards and firm protocols.

Technology & Process Optimization

• Recommend and support the adoption of new technology and processes to enhance efficiency.
• Troubleshoot operational or workflow issues as they arise, escalating as needed.
• Coordinate regular evaluation of systems and apps utilized by the firm to ensure proper billing and utilization of these systems.
• Supervise external IT relationships and ensure the highest standards of data integrity, innovation and integration.

Reporting & Quality Assurance

• Track and report on key operational metrics (e.g., turnaround times, team deadlines, process improvements).
• Assist in maintaining high-quality standards across deliverables and client communications.

Team Leadership and Development

• Champion a positive, inclusive, and high-engagement team culture.
• Plan, schedule, and facilitate regular team meetings, ensuring agendas are clear and outcomes are actionable.
• Coordinate and monitor professional development activities and continuing education compliance for all team members.
• Organize and manage logistics for the annual team retreat, including planning activities aligned with team-building and strategic goals.
• Develop and implement team engagement initiatives (e.g., recognition programs, surveys, team challenges) to foster motivation, collaboration, and well-being.

Client Engagement Administration

• Coordinate with service team on client renewals, engagement letters, and fee schedules.
• Support the client services team in managing communications and addressing operational questions or concerns.

Continuous Improvement

• Lead or participate in internal training on new processes, software, and client service strategies.
• Gather team feedback on workflows and recommend changes for enhanced performance and satisfaction.
• Executive Support to Managing Partner
• Serve as a personal assistant to the Managing Partner, providing proactive scheduling and calendar management.

Executive Support

• Monitor, organize, and respond to emails on behalf of the firm owner as directed, ensuring timely communication.
• Coordinate meetings, appointments, and travel arrangements.
• Prepare correspondence, meeting agendas, and routine communications as needed.
• Assist with special projects and confidential tasks at the discretion of the firm owner.

Desired Skills and Experience

• Bachelor’s degree in business, operations, or related field preferred
• 3+ years of relevant experience, preferably in an accounting/bookkeeping or professional services setting
• Strong organizational, communication, and project management skills
• Familiarity with accounting or bookkeeping workflows and cloud-based software (e.g., QuickBooks Online, workflow management tools)
• Experience planning team activities, meetings, or retreats
• Demonstrated ability to promote a positive, collaborative team culture
• High integrity and respect for confidentiality
• Self-motivated, able to work independently and manage multiple priorities

Why Join Us?

• Flexible, hybrid/remote schedule
• Supportive team and positive work environment
• Opportunities for professional growth and meaningful contribution
• Annual team retreat and regular engagement initiatives