# Accounting/Executive Assistance > Remote Raven · Philippines (Remote) · — · Posted 2026-10-19 **Workplace:** remote ## Description **About the Role** A privately held direct lender specializing in short-term, asset-backed bridge loans for real estate investors is seeking a detail-oriented Accounting and Administrative Support Specialist to join its remote team. This is a hybrid role that blends accounting support with executive and operational assistance, making it an excellent fit for a CPA or accounting professional who enjoys variety and is comfortable stepping outside the ledger when the team needs it. The firm operates with a small, close-knit team. The person in this role will support the principals directly, interfacing with investors, coordinating loan file documentation, and keeping the financial records organized and current. This is a role that requires both precision and adaptability — you may spend the morning on QuickBooks reconciliations and the afternoon drafting a response to an investor inquiry or coordinating a travel itinerary. This role involves data entry, tracking, coordination, and reporting only. It does not include ACH or wire authorization, bank runs, or physical document handling of any kind. **Key Responsibilities** **Investor Relations Support** •      Prepare and update investor spreadsheets as requested, ensuring accuracy and consistency across records •      Coordinate investor document packages, including the distribution of executed agreements and related correspondence •      Manage address updates, mailing instructions, and intake of special requests from investors **Loan File and Documentation Support** •      Assist with new loan file setup, including data entry and initial document organization •      Send document packages electronically and track receipt and completion of responses •      Coordinate with title and escrow on routine document requests as needed **QuickBooks Support** •      Enter credit card transactions, invoices, and accounts payable once the firm's hosted QuickBooks environment is live •      Record bank deposits and routine transaction entries •      Perform reconciliations with oversight and review from the principals •      Pull reports as requested to support internal review and decision-making •      Track and log investor interest payments; flag discrepancies for review **Compliance and Reporting Support** •      Assist with 1099 preparation and data compilation at year-end •      Coordinate with the external CPA as needed, including chasing documents, scheduling, and managing routine follow-up **General Administrative Support** •      Manage calendars and schedule calls and meetings for the principals •      Triage incoming email and draft routine responses for review •      Conduct research tasks such as vendor comparisons or rate shopping as assigned **Personal Assistant Support** •      Provide email management support for senior leadership, including inbox triage, flagging priority items, and drafting routine replies •      Assist with travel planning on a limited basis, including researching and booking flights and hotels, building itineraries, and coordinating logistics •      Support calendar management across personal and business commitments •      Organize expenses and receipts for tracking purposes •      Set and manage reminders for recurring personal and business obligations •      Handle light scheduling coordination with external contacts **Qualifications** **Required** •      CPA designation is required •      Proficiency with QuickBooks Online (QBO) or equivalent accounting software •      Excellent attention to detail and a commitment to accuracy in data entry and financial record-keeping •      Strong written communication skills, including the ability to draft professional correspondence and investor communications •      Comfortable managing multiple concurrent responsibilities across accounting and administrative functions •      Discreet and professional when handling confidential financial and investor information •      Self-directed and reliable — the team needs someone who follows through without being reminded **Preferred** •      Experience supporting a financial services firm, lending company, private equity fund, or real estate investment organization •      Familiarity with bridge lending, private money lending, or real estate investment operations •      Experience with document management workflows (e-signature platforms, loan file systems) •      Prior executive or personal assistant experience supporting a principal or small leadership team ## Requirements This is a full time role Up to $10/hr ## Apply [Apply at Remote Raven](https://apply.workable.com/remote-raven/j/74015E3B4E/apply) --- Powered by [Workable](https://www.workable.com)