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Accounting Assistant
hace 2 semanas
Job Title: Accounting Assistant
Shift:
• Full Time: Monday to Friday, 8:00 AM to 6:00 PM MST
• Part Time: Monday to Friday, flexible morning or afternoon hours based on candidate availability
Position: Remote
Skills & Qualifications:
• English proficiency at B2 level
• Experience working remotely
• Minimum 6 months experience as a Virtual Assistant or in similar roles
• Minimum 6 months experience with QuickBooks Online (required)
• Experience with DocuSign (preferred)
• Experience with PipeDrive or similar CRM systems (preferred)
Responsibilities:
• Contracts Management: Prepare and send client agreements via DocuSign; maintain a log of sent, signed, and pending contracts
• Invoicing & Payments: Create and send invoices in QuickBooks Online; track payments, send reminders, maintain records; provide weekly invoice and payment reports
• CRM Data Entry & Management: Enter client and project information into PipeDrive or similar CRM; keep CRM updated with contract, payment, and follow-up statuses
• Administrative Support: Assist with digital filing and organization of client records; coordinate with internal team to ensure contracts and payments align with campaign timelines
Additional Notes:
• Additional tasks may be assigned during periods of low workflow