Philippines Remote (Global) Full-time

Pearl Talent is hiring an Executive Assistant (Bookkeeping - US-Based Mental Health Consultancy)

About the Role

Pearl Talent is hiring an Executive Assistant to act as the right hand for a client in a US-based mental health consultancy. You will remove administrative load and keep key operational processes moving, enabling the client to focus on high-impact consulting and clinical work. This role combines strategic assistance, personal project coordination, and operational support.

What You'll Do

  • Cross-check bookkeeping entries and flag inconsistencies.
  • Generate summary financial reports.
  • Manage complex scheduling across clients, legal teams, and practitioners.
  • Anticipate and resolve calendar conflicts in real time.
  • Format legal and forensic documents for clarity and compliance.
  • Proofread documents for grammar, structure, and citation accuracy (APA preferred).
  • Run short accountability huddles and set reminders.
  • Organize and prioritize the client’s task queue.
  • Triage and respond to basic client inquiries via inbox.
  • Flag urgent issues and ensure follow-ups are tracked.
  • Execute SOPs for billing, reimbursements, and insurance workflows.
  • Recommend process improvements.
  • Build staff rosters and set up payroll.
  • Track benefits usage, staff documentation, and credentialing.
  • Book travel, hotel reservations, and personal appointments.
  • Manage errands and personal administrative tasks.

What We're Looking For

  • Highly organized, proactive, and self-managed.
  • Experience with bookkeeping and cross-checking financial data (QuickBooks or similar).
  • Excellent written communication, research, and proofreading skills.
  • High discretion, trustworthiness, and HIPAA-level confidentiality awareness.
  • Strong Microsoft Office proficiency (especially Excel, Outlook, and Word).
  • Able to own and execute personal and business tasks without excessive handholding.

Nice to Have

  • Background supporting clinical, forensic, legal, or healthcare professionals.
  • Familiarity with billing cycles and credentialing, specifically in mental health clinics.
  • Prior experience in legal proofing, APA citation formatting, or medical reports.
  • Project management experience using Excel, Notion, or similar tools.

Technical Stack

  • QuickBooks
  • Microsoft Office (Excel, Outlook, Word)
  • Notion

Benefits & Compensation

  • Fully remote work with flexible hours
  • 15 days PTO annually
  • U.S. holiday calendar
  • Access to executive coaching and professional growth resources
  • Fully managed payroll, HR, and compliance
  • Competitive salary

Work Mode

This is a fully remote position open to candidates in the Philippines, Africa, and Latin America.

Pearl Talent focuses on placing candidates with founders who prioritize long-term team success and provides community-driven benefits like an annual retreat.

Required Skills
QuickBooksMicrosoft ExcelMicrosoft OutlookMicrosoft WordNotionBookkeepingFinancial ManagementAdministrative SupportCalendar ManagementCommunicationOrganizationTime ManagementAttention to DetailUS Business OperationsData Entry
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About company
Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund.

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Job Details
Category other
Posted 8 months ago