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Virtual Assistant (Operations, Billing & Client Support) - Remote

4 weeks, 1 day ago
United States, Philippines
Full-time
Junior
Accountant
Operations
CRM
Apply Now
Prime System Solutions

Prime System Solutions

Prime System Solutions delivers tailored IT Solutions and Support to help businesses grow, streamline operations, and scale with confidence across industries.

Internet Software & Services
View All Jobs 35

Description

  • Manage a high-volume email inbox by sorting, prioritizing, distributing, and tracking client communications and follow-ups.
  • Handle client and internal calendars by scheduling meetings, appointments, reminders, and conflict-free bookings.
  • Maintain to-do lists, project trackers, and status updates to keep projects moving and follow up on missing client information.
  • Send client statements of account and follow up on outstanding balances and pending responses.
  • Generate weekly and monthly time-spent reports, assist with WIP reporting, and prepare draft billing from internal time entries.
  • Import billing and job data into systems for review and support billing and time-tracking processes.
  • Process deposits, record transactions in the CRM, update QuickBooks records, and assist with light bookkeeping and financial data entry.
  • Provide administrative and personal support such as reminders, online purchases, and routine task coordination.
  • Manage basic LinkedIn account activity, including accepting requests, posting updates, and maintaining an active presence.

Requirements

  • Proven experience as a Virtual Assistant or Administrative Assistant.
  • Strong written and verbal English communication skills.
  • Excellent organizational and multitasking abilities.
  • High attention to detail and accuracy in data entry.
  • Ability to work independently with minimal supervision.
  • Experience with email, calendar, and task management tools.
  • Comfort handling confidential financial and client information.
  • Experience in accounting support, bookkeeping, or AR/AP tasks is preferred.
  • Familiarity with QuickBooks or CRM systems such as CCH iFirm or similar is preferred.
  • Experience with billing, invoicing, or time-tracking systems is preferred.
  • Exposure to client management or professional services environments is preferred.

Benefits

  • Full-time remote work-from-home role.
  • Must be available during EST working hours (9:00 AM–5:00 PM Toronto time).
  • Opportunity to work in a structured environment with clear daily accountability.
  • Role involves managing multiple workflows and recurring tasks efficiently.

Interested in this position?

Apply directly on the company website

Apply Now

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