VA would be acting as an assistant to the Chief of Staff of CEO and would be responsible for multiple cross-functional and interdepartmental work.
Read and respond to internal service emails promptly and professionally.
Work with the team to resolve issues and answer inquiries.
Keep accurate records of communications and actions taken.
Handle invoices, ensuring they are correct and follow company rules.
Pay vendors and suppliers on time.
Keep track of money owed and money received.
Help resolve billing problems and answer payment questions.
Keep the loan database up to date with accurate information.
Track lorest rates, and related documents.
Create reports on the status of loan payments, intent, and share updates with the right people.
Help with day-to-day financial tasks like recording transactions and keeping financial records.
Make sure bank statements and credit card statements match our records.
Keep financial information private and accurate.
Gather financial data and create reports like budgets and cash flow projections.
Make additional reports as requested by management.
Check that the information in the reports is correct.
Check financial documents for mistakes, completeness, and compliance with rules.
Fix errors in documents.
Help prepare financial documents for audits or reviews.
Organize and keep track of digital and physical files.
Create a system for finding files easily.
Keep financial information safe and follow data protection rules.
Assist in creating training materials.
Coordinate with HR and IT to make sure onboarding goes smoothly.
Tools and Applications Required:
G-Suite (Excel and Docs)
Phone handling (Client will provide phone system Open Phone)
Background in Finance and Financial Reporting
Multi-tasking and Organizational and Reporting Skills
Knowledge CRM Aware would be Nice to Have
Use Workspace by FB for internal communication
Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.
What we offer:
Annual rate increase (based on performance)
Paid time off
Various open roles 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
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