CPT-6759 Bilingual (Finance and Customer Service Coordinator VA) at 20four7VA

IMPORTANT NOTE: If you have already passed the 20four7VA Recruitment Process after the Final Interview, or you have been hired by a 20four7VA Client before, make sure that you are applying via the 20four7VA Team Portal, for faster processing of your application. You will be logging in using your 20four7VA email address. If you have just logged in to the Team Portal, please continue reviewing the Job Description below.

You don't need to type all the information in the application form, upload your resume first and see the magic!

If you are interested in the job, click APPLY TO POSITION.

********************************************************************

CPT-6759 Bilingual (Finance and Customer Service Coordinator VA)

REQUIRED SERVICE: Business Support
REQUESTED EXPERIENCE TIER LEVEL: Junior Level
MIN. HOURS/WEEK: 20 hours/week
SHIFT TIME ZONE: EST
SHIFT HOURS:

• Mon, Tue: 8:00 AM– 12:00 PM
• Wed: 10:00 AM – 2:00 PM
• Thur, Fri: 12:00 PM – 4:00 PM

SHIFT DAYS:  Monday to Friday
Number of VAs: 1


PREFERENCES
GENDER PREFERENCE: None
LANGUAGES SPOKEN/PREFERENCE: English and Spanish (Highly Preference – Bi-lingual (English [Native/Advanced] and 2^nd Language [Proficient])

ACCENT PREFERENCE: Neutral Accent
REGION PREFERENCES: No Preference

Responsibilities:

Quotations:

Prepare and send quotations to potential clients.

Maintain accurate records of all quotations sent and received.

Invoices:

Generate and send invoices to clients.

Ensure timely payment of invoices by following up with clients.

Handle any invoice discrepancies and resolve billing issues.

Bookkeeping:

Maintain accurate and up-to-date financial records.

Record all financial transactions, including sales, expenses, and payments.

Reconcile bank statements and manage accounts payable/receivable.

Assist in preparing financial reports and statements.

Customer Support via Email:

Respond to customer inquiries and provide support via email.

Address customer concerns and resolve issues promptly.

Maintain a high level of customer satisfaction by providing timely and effective support.

Inbound and Outbound Calls:

Handle inbound calls from clients, addressing their inquiries and providing information as needed.

Make outbound calls to follow up on quotations, invoices, and other customer-related matters.

Maintain detailed records of all call interactions in the CRM system.

Provide exceptional customer service over the phone, ensuring customer satisfaction.

Qualifications:

Proven experience in an administrative or similar role.

Strong organizational and multitasking skills.

Excellent written and verbal communication skills.

Familiarity with NolaPro and ExpensePoint is a plus, but not necessary (training will be provided).

Attention to detail and accuracy in financial record-keeping.

Ability to work independently and as part of a team.

Customer-focused with the ability to handle inquiries professionally.

Software/Tools:

NolanPro, ExpensePoint, and Outlook

CLIENT INDUSTRY:

Environmental Service Provider

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Various open roles are available
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you
• And more!