Offer summary

Qualifications:

Strong organizational skills and attention to detail., Proficiency in CRM systems, preferably Karbon., Excellent communication skills, both written and verbal., Ability to troubleshoot technical issues related to client systems..

Key responsabilities:

Coordinate with clients to access their systems and troubleshoot login issues.

Follow up with clients to collect necessary documents for accounting tasks.

Maintain and update the firm's CRM system to track client information and requests.

Identify and propose improvements to administrative processes and workflows.

You deserve nothing but the best when it comes to hiring virtual assistants. That's why we've carefully handpicked top-level professionals from the Philippines, ensuring that only the most accomplished individuals join our elite team.Imagine having access to a talented pool of virtual assistants who provide unparalleled support for your business. Whether you need assistance on a part-time or full-time basis, our vetted professionals are here to cater to your every need. From managing your calendar and handling administrative tasks to executing strategic plans and providing exceptional customer service, our virtual assistants bring professionalism and experience to every task they undertake.But what sets Virtual Coworker apart is our dedication to long-term partnerships. We aren't interested in short-term fixes; instead, we focus on finding the perfect match between businesses and virtual assistants for sustained success. By fostering strong relationships built on trust, communication, and professionalism, we ensure that your business flourishes.

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.

Required profile