Remote Bookkeeping Assistant
Location: Remote (must live outside the U.S.)
Salary: $1,200 USD/month
Hours: 40 hours per week
Summary
We are seeking a full-time Virtual Office & Bookkeeping Assistant to support the Owner and CEO. This is an excellent opportunity to join an executive team and gain valuable experience in high-level business operations.
The ideal candidate is a highly organized, detail-oriented, and proactive professional with a background in administrative support, customer service, and bookkeeping. You should possess strong English and Spanish communication skills, a customer-first mindset, and a solid understanding of technology and cloud-based systems. Experience with QuickBooks Online and SOS Inventory is essential.
Detailed Responsibilities
Customer Inquiry Handling
- Respond promptly and professionally to customer inquiries via phone, email, and text.
- Address questions, concerns, and requests with accuracy and courtesy.
- Provide detailed information about products, services, and pricing.
- Assist customers in scheduling appointments and consultations.
Client Qualification
- Follow a structured script to pre-qualify potential clients.
- Assess if customers meet the service criteria.
- Collect relevant client details to support the sales process.
Appointment Coordination
- Efficiently schedule appointments based on availability and logistics.
- Use calendar software to maintain an organized system.
- Communicate appointment details clearly with customers and staff.
Sales, Administrative & Accounting Support
- Assist the sales team with administrative functions.
- Follow up with sales staff to ensure timely completion of appointments and action items.
- Use QuickBooks Online for billing, invoicing, payment processing, and data entry.
- Support Accounts Receivable (AR) and Accounts Payable (AP) processes.
Bookkeeping & Inventory Management
- Run inventory processes.
- Create and manage sales orders.
- Create and manage contracts.
- Maintain accurate financial and product records.
- Ensure timely and accurate data entry and reconciliation.
Task Management & Follow-Up
- Track assigned tasks and follow through to completion.
- Provide reminders and support to ensure accountability within the team.
Customer Reviews & Feedback
- Compile closed client lists for follow-up.
- Reach out to clients to request feedback and online reviews.
- Guide clients through the review process and follow up as needed.
Qualifications / Requirements
- Proven experience with QuickBooks Online
- Experience in inventory
- Experience in bookkeeping, including invoicing, and basic financial reporting.
- Comfortable creating contracts and sales orders.
- Tech-savvy with the ability to learn new tools quickly.
- Highly organized with excellent attention to detail.
- Strong written and verbal communication skills in both English and Spanish.
- Background in customer service, administrative support, or sales coordination.
- Ability to work independently and manage multiple priorities.
Schedule
- Full-time, 40 hours per week.
