Bookkeeping Admin Assistant

hace 2 semanas

Ciudad de México, Ciudad de México Inside Out A tiempo completo USD6 - USD8

JOB TITLE

Bookkeeping Admin Assistant

JOB ID

DAVDJ1

INDUSTRY

Landscaping & Design

LOCATION

LATAM (Colombia, Mexico & Brazil)

JOB STATUS

Part Time

WORK SCHEDULE

12:00pm to 4:00pm PST

SALARY

$6 - $8

TARGET START DATE

ASAP


ROLE OVERVIEW


About the Client:

The client runs a seasonal service based business with recurring customers and ongoing billing cycles. The business experiences higher volume during spring and early summer and requires strong organization, accuracy, and long term support. This role is intended to be a long term position, not a short term or temporary role.

About the Role:

We are looking for a reliable and detail oriented Virtual Assistant to support billing, bookkeeping, and administrative operations. The main goal of this role is to take backend and administrative tasks off the owner's plate so they can focus on growing the business. This position starts part time with room for growth based on performance and business needs.

Key Responsibilities

  • Customer Onboarding: Set up new customers in billing and payment systems.
  • Payment Processing: Enter and update customer credit card information securely; send invoices and ensure correct weekly or monthly billing.
  • Collections & Follow-ups: Proactively follow up on declined payments and contact customers via phone or email to obtain updated payment details.
  • Bookkeeping: Perform basic bookkeeping tasks and record transactions accurately in QuickBooks Desktop.
  • Data Management: Manage billing data using Invoice2Go and maintain updated customer lists using Google Sheets.
  • Business Admin: Handle administrative backend tasks such as registrations, insurance documents, and general records.
  • Communication: Make outbound calls to customers regarding billing questions or payment issues as needed.
  • Ad-Hoc Support: Support additional administrative tasks and rental property information management as assigned.

Qualifications & Skills

  • Language: Highly fluent English (spoken and written) for professional customer interaction.
  • Bookkeeping: Hands-on experience using QuickBooks Online (knowledge of Desktop is a plus, but Online is the primary tool).
  • Technical Proficiency: Strong experience with Google Workspace (especially Google Sheets).
  • Billing Security: Comfortable and responsible when working with sensitive customer billing and credit card information.
  • Communication: Comfortable making phone calls to US-based customers when required.
  • Soft Skills: High attention to detail, accuracy, and a strong sense of confidentiality and trust.
Nice to Have
  • Experience using Invoice2Go or similar invoicing platforms.
  • Experience working with seasonal or service-based businesses.
  • Basic understanding of collections and accounts receivable.

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