Job Details

About the Company

RD Olson, located in Irvine, is seeking a highly organized and trustworthy Executive Assistant & Bookkeeper to support a senior executive with financial tracking, calendar coordination, and special projects. This role is ideal for a proactive professional who thrives in a confidential, fast-paced environment and has a strong eye for detail.

About the Role

This role involves supporting a senior executive with various tasks, including financial tracking and calendar coordination.

Responsibilities

Bookkeeping & Expense Tracking:

• Manage and track expenses, insurance, subscriptions, and activities
• Maintain up-to-date records using Quicken or comparable financial software
• Reconcile personal accounts and prepare summary report

Administrative & Executive Support:

• Manage calendar and travel logistics, including booking flights, travel accommodations, and itinerary planning
• Coordinate special events and private functions as needed
• Organize documents and communications with discretion

Additional Duties:

• Serve as a liaison for select personal matters as directed
• Notary services are highly valued (active commission or willingness to obtain)

Qualifications:

• 3+ years of experience in bookkeeping and executive/personal assistant roles
• Local candidates only
• Proficiency in Quicken or similar accounting tools
• Strong organizational and time management skills
• Excellent communication and discretion
• Notary public certification preferred

Work Environment:

• Fully on-site
• Direct support to executive leadership
• High trust, long-term position with room to grow

What We Offer:

• Medical, dental, and vision coverage
• Traditional and ROTH 401(k) plans with generous matching
• Competitive total rewards package with salary range of $33.00 to $55.00 per hour

How to Apply

Please submit your resume and a brief cover letter via rdolson.com/careers detailing your experience with bookkeeping, administrative support, and calendar/travel management. Please note notary status if applicable.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.