[Remote] Administrative Assistant – Data Operations & Reporting Focus

Note: The job is a remote job and is open to candidates in USA. Talley, LLP is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses. The Administrative Assistant will provide data-driven operational support across departments, maintaining the integrity of internal systems and enhancing administrative processes. Responsibilities • Timely and accurately update and manage data in CRM platforms and internal databases (e.g., client status, lead follow-bolthires, task completions). • Assist with internal project tracking using Teamwork or other platforms; ensure timely and accurate time entries and task completions. • Generate and maintain Balanced Scorecards and other Excel-based tracking documents for project milestones and team performance. • Support our monthly close processes by coordinating billing matters, tracking status of open items. • Maintain new hire onboarding documentation, scheduling, and task list compliance in coordination with HR and department leads. • Facilitate team meetings: coordinate schedules, prepare agendas, record outcomes, and ensure timely follow-up on action items. • Maintain internal standard operating procedures (SOP) documentation and quality control logs; ensure all team entries are timely and complete. • Generate topics for weekly marketing/drip campaign emails, schedule emails and social media posts (Constant Contact; LinkedIn; Facebook). • Perform periodic audits of open task lists in project management and CRM systems to ensure all items are current. • Execute special projects and reporting requests from managers and department heads as assigned. Skills • Advanced time management and multitasking • High organizational discipline • Strong written and verbal communication • Accuracy and precision in data handling • Team-oriented and responsive to cross-departmental needs • Proactive problem-solver with critical thinking skills • Tech-comfortable and quick to learn internal systems • Advanced Excel: Pivot tables, non-simple formulas, conditional formatting, filtering, and data validation • CRM and task management platform fluency (e.g., Salesforce, Teamwork, Asana) • Proficient in bolthires Office Suite • Familiarity with shared drive tools (e.g., Dropbox, bolthires Drive) • Provide timely and accurate updates to management and staff • Support staff and partners with administrative follow-bolthires and project coordination • Maintain a service-first, team-supportive approach in all interactions • 1–3 years of experience in an administrative, operations, or data entry role • Prior experience in a professional services or project-based environment preferred • Strong interpersonal skills and ability to work independently with minimal supervision • Ability to prioritize and manage multiple tasks efficiently under deadlines • Flexibility to support special projects and occasional extended hours Education Requirements • High school diploma/GED required; associate degree or coursework in Business or Data Management a plus Company Overview • Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results. It was founded in 1989, and is headquartered in Orange, California, USA, with a workforce of 51-200 employees. Its website is Apply tot his job Apply tot his job