
Remote Virtual Assistant And Financial Professional
1 day ago
This role is a unique blend of executive support, administration, research, customer management, and accounting. The ideal candidate will have extensive experience in Accounting, excellent communication skills, and proficiency in QuickBooks.
Key Responsibilities:- Secretarial & Executive Support: manage calendars, schedule meetings, prepare agendas, take minutes, maintain action logs, coordinate travel and bookings, draft correspondence, and prepare professional presentations.
- Administration & HR: maintain staff files and records, track attendance/leave, assist in onboarding, manage contracts and documentation, handle office records, and ensure organized digital filing systems.
- Research & Reporting: conduct market, business, and competitor research; prepare summaries, briefing notes, and reports; compile weekly/monthly KPI dashboards; support management with analysis and insights.
- Customer & Sales Support: respond to inquiries, prepare quotations and statements, maintain CRM data, follow up on service requests, coordinate deliveries, and ensure service SLAs are met.
- Procurement & Vendor Management: request and compare supplier quotations, prepare and track purchase orders, coordinate with vendors and logistics, and maintain accurate procurement records.
- Finance & Accounting: bookkeeping, accounts payable/receivable, bank and cash reconciliations, monthly closings, invoicing, collections follow-ups, petty cash management, expense control, budget tracking, and preparation of financial and management reports.
- Degree or certification in Accounting/Finance.
- Minimum 6 years of relevant experience.
- Proficient in QuickBooks, Excel/Sheets, and office productivity tools.
- Excellent English (written/spoken), with strong organizational and communication skills.
- Reliable remote work setup with full-time availability during assigned hours.
- Strong research and analytical writing skills.
- Advanced Excel (pivot tables, formulas, dashboards).
- Presentation design (PowerPoint, Google Slides, Canva).
- Familiarity with CRM and project management tools (e.g., Trello, Notion, Monday).
- Ability to multitask, prioritize, and manage competing deadlines.
- High level of discretion and professionalism in handling sensitive information.
This is a full-time remote role that requires the ability to work independently and as part of a team. The ideal candidate will be highly organized, have excellent communication skills, and be able to multitask effectively.
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