What are the responsibilities and job description for the Administrative Support for an Accounting Firm in the US (Home Based Part Time) position at Virtual Coworker?
Client Information
The client is an accounting firm, specializing in the pest control sector.
Job Description
Please only apply for this role if you have the following home office requirements:
https://virtualcoworker.com.ph https://virtualcoworker.com/our-culture https://www.facebook.com/virtualcoworker https://www.linkedin.com/company/virtual-coworker
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The client is an accounting firm, specializing in the pest control sector.
Job Description
- Client System Coordination: Collaborate with clients to access their systems, including bank and credit card accounts, and assist in troubleshooting login information as needed.
- Document & Information Requests: Follow up with clients to collect missing documents and information essential for accounting tasks, ensuring timely responses.
- CRM Management: Maintain and update the firm’s internal CRM system (Karbon), ensuring all client information, document requests, and follow-ups are accurately tracked and organized.
- Monthly Document Coordination: Coordinate and manage monthly document requests with clients, organizing these within the CRM for easy team access.
- Process Improvement: Proactively identify areas for improvement in current administrative processes, workflows, or tools, and present potential solutions to enhance efficiency.
- Client Communication: Communicate professionally with clients via email or phone, addressing inquiries and troubleshooting concerns with clarity and efficiency. -Administrative Support: Provide ad hoc support, including organizing spreadsheets, updating internal processes, and creating presentations as needed.
- Proven experience as a Virtual Assistant, Administrative Assistant, or similar role.
- Familiarity with CRM platforms; experience with Karbon is highly preferred.
- Excellent written and verbal English communication skills.
- Strong organizational skills and high attention to detail.
- Proficiency in tools like Microsoft Office Suite, Google Workspace, and basic accounting platforms (QuickBooks or Xero is a plus).
- Ability to analyze workflows and suggest improvements to optimize processes.
- Ability to handle sensitive client data with the utmost confidentiality and professionalism.
- Self-motivated and able to work independently while meeting deadlines.
Please only apply for this role if you have the following home office requirements:
- Perfectly working headset and webcam
- Stable internet connection of at least 5 Mbps to 15 Mbps
- Up to date computer system with a minimum of Windows 8 or Mac OS X
- Quiet room with no distractions or background noises
- A backup plan if the power goes out or if your internet connection becomes unstable during your shift Only applicants meeting the strict criteria above will be contacted.
https://virtualcoworker.com.ph https://virtualcoworker.com/our-culture https://www.facebook.com/virtualcoworker https://www.linkedin.com/company/virtual-coworker
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