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 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.
• 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.
