Accounting Assistant with Attio and Xero Software Experience

Job Summary:
We are seeking a detail-oriented and highly organized Administrative Assistant to support our finance team with bookkeeping, data management, and CRM-related tasks. The ideal candidate will have experience with accounting software, CRM tools, and proficiency in data management.

Key Responsibilities:
Assist the finance team with bookkeeping, invoice management, and expense tracking.
Maintain and update financial records using Xero (or any other accounting software used).
Support the firm’s CRM operations, ensuring accurate client data entry and maintenance using Attio.
Utilize Google Sheets for financial reporting, tracking expenses, and preparing reports.
Work with tools like Clay and other productivity applications for workflow optimization.
Provide administrative support, including document preparation, data entry, and correspondence handling.
Coordinate meetings, manage schedules, and assist with internal and external communications.
Ensure compliance with legal and financial regulations related to client records and transactions.
Required Qualifications & Skills:
Experience: 2+ years in administrative, finance, or bookkeeping roles, preferably in a law firm or legal environment.
Technical Skills:
Proficiency in Xero (or similar accounting software).
Experience with Attio or other CRM systems.
Strong command of Google Sheets (pivot tables, formulas, data analysis).
Familiarity with Clay and other automation tools is a plus.
Soft Skills:
Strong attention to detail and accuracy.
Excellent organizational and time-management skills.
Ability to work independently and collaboratively with different teams.
Strong communication skills, both written and verbal.
Preferred Qualifications:
Experience in the legal industry, handling finance and CRM-related administrative tasks.
Basic understanding of legal billing procedures and client record management.
What We Offer:
A professional and dynamic law firm environment.
Competitive salary and benefits package.
Opportunities for growth and learning.
Collaborative and supportive team culture.

Please send your Vocaroo 1-minute introduction and CV link. Use Attio&XeroVA as the subject line. Applications without both the CV and Vocaroo link will not be considered. Following instructions is a basic courtesy when applying.