We are a growing residential renovation business seeking a diligent and detail-oriented Virtual Assistant to join our team. Our company specializes in transforming homes and ensuring our clients receive top-notch service from start to finish. We are now looking to streamline our operations further with your help.
Job Description:
The primary responsibility of this role is to manage our CRM system and input all incoming invoices into JobTread, our project management and financial tracking software. This position requires someone who is not only efficient and accurate but also proactive in learning and improving our invoicing and CRM processes.
Key Responsibilities:
– Invoice Management:
– Receive and input all incoming invoices into JobTread, ensuring accuracy and completeness.
– Categorize and draft invoices for approval.
– Track and follow up on invoice approvals and payments.
– CRM Management:
– Learn and manage our CRM system, ensuring all client information is up-to-date.
– Assist in the maintenance and organization of client files and communication logs.
– Help with client communication, as needed, including follow-ups and updates.
– General Administrative Support:
– Provide support to the finance and operations team with data entry and document management.
– Assist with other administrative tasks as required.
Qualifications:
– Proven experience as a Virtual Assistant or relevant administrative role.
– Familiarity with JobTread or similar project management software is a plus.
– Excellent organizational and multitasking skills.
– Strong attention to detail and problem-solving skills.
– Proficient in Microsoft Office Suite and CRM software.
– Strong written and verbal communication skills.
How to Apply:
Please submit your resume and a cover letter explaining your experience and why you would be a good fit for this role
Hourly Range: $3.00-$5.00
Posted On: June 19, 2024 11:47 UTC
Category: General Virtual Assistance
Skills:Data Entry, CRM Software, Accuracy Verification, Administrative Support, Clerical Procedures, Microsoft Excel
Skills: Data Entry, CRM Software, Accuracy Verification, Administrative Support, Clerical Procedures, Microsoft Excel
Country: Canada
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