Job Overview: We are looking for a proactive, detail-oriented, and customer-focused Admin Assistant to join our team. As a Virtual Assistant, you will primarily handle phone calls, assist with administrative tasks, and provide general support for our office staff. The role requires strong communication skills, a friendly phone manner, and the ability to perform basic data entry, research, and QuickBooks tasks.

Key Responsibilities:

Primary Phone Support: Answer and manage phone calls. Handle customer inquiries, book appointments, and provide general assistance over the phone.
Administrative Support: Assist with data entry, follow-up calls, and email correspondence.
Data Management: Use Microsoft Excel for basic data analysis and maintain accurate records.
Customer Service: Provide excellent customer service to clients, addressing their needs and offering appropriate solutions.
Research: Conduct basic research tasks as required.
QuickBooks Assistance: Assist with QuickBooks Desktop tasks,
Remote Paperwork Digitization: Support the digitization of physical paperwork and ensure it is accessible for processing.

Specific Requirements:

Proficient in Microsoft Excel (experience with basic data analysis and using existing forms)
Friendly phone manner and customer service experience.
Experience with QuickBooks Desktop or willingness to learn.
Good internet connection for VOIP phone calls.
Ability to handle and organize administrative tasks efficiently.
Willingness to contribute to additional tasks like lead generation, basic research, and possible platform management support.

Tech Stack:

QuickBooks Desktop (preferred but not required)
Microsoft Excel
VOIP phone system

Finance Admin Assistant

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