Executive Assistant/Office Manager

Executive Assistant, “Donna”

Customer Service-Focused Technology Service Provider

Work Location: In-office in Westerville, Ohio

Schedule: Part-time, approximately 20–25 hours per week. Core hours are 8:00 AM–1:00 PM, with some schedule flexibility for the right candidate.

About Us

We are a locally owned technology service provider based in Westerville, Ohio. But really, we are a customer service company that happens to do IT. We support small and midsize businesses with dependable service, responsive support, and practical technology solutions. Our team believes that tech support should feel like hospitality; patience, empathy, and clear communication come first.

Position Overview

This role is ideal for someone who is energized by helping others succeed, bringing order to daily operations, and following through until tasks are fully complete. The Office Manager / Executive Assistant will support customers, technicians, and owners by managing communication, scheduling, paperwork, billing support, documentation, and administrative follow-up with care and consistency. The right person will use good judgment, stay steady when priorities shift, and gently keep the team aligned and organized so nothing drops through the cracks.

Working Genius Strengths

This role is best suited for someone who naturally supports others, takes satisfaction in finishing details, uses sound judgment when priorities compete, and can encourage follow-through in a friendly, professional way.

· Primary strengths: Discernment and Galvanizing — someone who can make thoughtful decisions, recognize what matters most, and gently move people toward action.

· Helpful secondary strengths: Enablement and Tenacity — someone who naturally enjoys helping others succeed and following through until work is fully complete.

· Best fit: A steady, service-minded person who brings order, supports the team, completes details, uses sound judgment, and creates positive momentum without needing to be the loudest voice in the room.

Responsibilities

Client Communication & First Impressions

· Act as the “Director of First Impressions,” bringing the warmth of a great hotel concierge to clients when they call or email.

· Provide friendly, steady, and professional customer service that helps clients feel supported and heard.

· Help customers and coworkers stay aligned by communicating clearly, following up promptly, and moving information to the right people.

Scheduling, Requests & Follow-Through

· Create clear service requests on behalf of clients and use good judgment to route them to the appropriate technician.

· Coordinate walkthroughs, projects, and appointments while keeping schedules organized and next steps clear.

· Follow through on customer quotes and completed work to confirm satisfaction and close the loop professionally.

Office Administration & Documentation

· Prepare quotes, proposals, and customer paperwork with accuracy, consistency, and attention to completion.

· Update and maintain client documentation so information stays accurate and easy to use.

· Meet with our consultants regularly to help ensure documentation, notes, and paperwork are completed thoroughly and on time.

· Organize and maintain filing systems so information is easy to find, current, and complete.

Billing, Records & Financial Support

· Process customer payments, including checks and credit cards, with care and accuracy.

· Own follow-through on billing, invoicing, collections, and accounts receivable tasks.

· Maintain accurate daily job activity records and office records with dependable attention to detail.

· Assist with bookkeeping and balancing financial records by staying organized, careful, and completion-focused.

· Track payroll information accurately and follow through on related details.

Marketing, Owner Support & Adaptability

· Support marketing efforts, including social media, online listings, email campaigns, and customer follow-ups, by helping move ideas into action.

· Provide flexible administrative support for additional business ventures as priorities shift.

· Enable the owners by handling executive and personal assistant tasks as needed with discretion and follow-through.

· Stay flexible, use sound judgment, and help create momentum as business needs change.

Qualifications

Administrative Experience & Technical Comfort

· Previous office management or administrati…