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Executive Administrative Assistant

Role overview

Qualifications

  • Hands-on experience with QuickBooks Online (QBO) – Required
  • Hands-on experience with AccuLynx – Required
  • Previous experience in an administrative or executive administrative support role
  • Experience with invoicing, billing, accounts payable, or bookkeeping-related tasks

Responsibilities

  • Perform administrative tasks, data entry, and data mining
  • Manage and maintain accurate records in the CRM
  • Assist with CRM management and marketing automation
  • Upload and organize material and labor bills

Key facts

Other skills

  • Time Management
  • Communication
  • Detail Oriented

About the company

Level 9 Virtual logo

Level 9 Virtual

Level 9 Virtual helps every small business of all industries around the world reach their goals by bringing certified, industry-experienced, and dedicated college-educated virtual assistants. We help every business owner free up their time, be more productive, and get back to what really matters. We operate on very tight processes to ensure our VAs are both efficient when working in our client’s businesses, but also in their own work environment. Our diverse services include: β€’ Live Lead Nurture & Messaging β€’ High Level CRM Services β€’ Website Development & Support β€’ Graphic Design β€’ Data Mining & List Building β€’ Social Media Posting β€’ Prospecting and Appointment Setting β€’ General Administration β€’ Marketing Automation β€’ CRM Management β€’ Facebook & Google Ads β€’ Research & Data Mining β€’ Graphic Design β€’ Website Development & Optimization β€’ Social Media Marketing β€’ Video Editing & Graphics β€’ & Much More

Company details

Company size51 - 200

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Job description

Executive Administrative Assistant


We are seeking a highly organized, detail-oriented, and dependable Executive Administrative Assistant to provide administrative, accounting, and operational support.


The ideal candidate is proactive, comfortable managing multiple responsibilities, and has hands-on experience with QuickBooks Online (QBO) and AccuLynx. This position involves a combination of administrative support, CRM management, data management, billing, and day-to-day operational tasks.


Key Responsibilities

  • Perform administrative tasks, data entry, and data mining
  • Manage and maintain accurate records in the CRM
  • Assist with CRM management and marketing automation
  • Upload and organize material and labor bills
  • Process and pay invoices and bills
  • Apply invoices and credits to the appropriate jobs
  • Prepare and process weekly checks for crews and subcontractors
  • Process and track adjuster fees
  • Maintain accurate job-related billing and payment records
  • Monitor and respond to emails
  • Handle and return calls received through the answering service
  • Maintain organized and up-to-date records across QuickBooks Online and AccuLynx
  • Provide additional administrative and operational support as needed


Qualifications

  • Hands-on experience with QuickBooks Online (QBO) – Required
  • Hands-on experience with AccuLynx – Required
  • Previous experience in an administrative or executive administrative support role
  • Experience with invoicing, billing, accounts payable, or bookkeeping-related tasks
  • Experience with CRM management and data entry
  • Strong attention to detail and accuracy
  • Excellent written and verbal English communication skills
  • Strong organizational and time-management skills
  • Ability to prioritize tasks and manage recurring deadlines
  • Comfortable handling emails and phone communication
  • Ability to work independently and take initiative


Preferred Experience

  • Experience working in the roofing, construction, restoration, or contracting industry
  • Familiarity with job costing and assigning expenses to specific jobs
  • Experience processing payments for crews and subcontractors
  • Familiarity with insurance-related processes and adjuster fees

Compensation: $5 - $7 Depends on Experience

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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