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Our client is a privately held US direct lender that provides short-term, asset-backed bridge loans to real estate investors, based in Arizona. The firm is small and close-knit, lends its own capital alongside private investors, and manages every part of the loan process in house. The loan file moves at the speed of its documents, and the investors are paid on time because somebody keeps the records straight.
This is a hybrid seat: accounting support in QuickBooks Online on one side, executive and operational support for the principals on the other. The client says it plainly: you may spend the morning on QuickBooks reconciliations and the afternoon drafting a response to an investor inquiry or coordinating a travel itinerary. It suits a CPA who likes variety and is comfortable stepping outside the ledger when the team needs it.
The boundaries are equally plain. This role is data entry, tracking, coordination, and reporting. It does not include ACH or wire authorization, bank runs, or physical document handling of any kind. You keep the records accurate and flag what does not add up, and the principals make the money move.
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.
Requirements
CPA designation (required). Your licence number and issuing board will be requested during screening and verified before any client interview.
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.
Available to work Arizona business hours, 8:00 AM – 5:00 PM Mountain Standard Time, which is about 11:00 PM – 8:00 AM Philippine time all year round. Arizona does not change its clocks, so the schedule never shifts.
Preferred Qualifications
Experience supporting a financial services firm, lending company, private equity fund, or real estate investment organisation.
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.
Tools & Software
QuickBooks Online—transactions, deposits, reconciliations and reports (primary platform).
Microsoft Excel — investor schedules, lookups and pivot tables for internal reporting.
E-signature and document-package tools for loan files, with electronic send-and-track.
Email and calendar for the principals, plus Microsoft Teams and OneDrive for day-to-day work with Remote Raven .
What Makes You a Great Fit
You are a CPA who is just as comfortable building a travel itinerary as reconciling an account, and you do not see either as beneath the other.
You notice the $250 that does not tie out, and your instinct is to flag it, not to make it disappear.
You write to an investor the way a principal would want to be represented: short, courteous, exact.
You keep things moving without being chased, and you say early when something is stuck.
You treat an investor's balance, a principal's calendar, and a borrower's financials as things that leave the firm only through the front door.
Benefits
What We Offer
Up to $10/hour
100% remote work
Full-time role
We hire for the long haul, so a steady track record of staying and growing always moves you up our list.
To apply:
Ensure your LinkedIn profile and resume are up-to-date and comprehensive (submit a comprehensive resume in English, PDF format), and complete the assessment in this link:
