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CPT-7596 Finance and Customer Service Coordinator VA (Bilingual)
REQUIRED SERVICE: Business Support
REQUESTED EXPERIENCE TIER LEVEL: Junior Level
MIN. HOURS/WEEK: 20 hours/week
SHIFT TIME ZONE: EST
SHIFT HOURS:
Mon, Tue: 8:00 AM– 12:00 PM
Wed: 10:00 AM – 2:00 PM
Thur, Fri: 12:00 PM – 4:00 PM
SHIFT DAYS: Monday to Friday
Number of VAs: 1
PREFERENCES
GENDER PREFERENCE: None
LANGUAGES SPOKEN/PREFERENCE: English and Spanish (Highly Preference – Bi-lingual (English [Native/Advanced] and 2nd Language [Proficient])
ACCENT PREFERENCE: Neutral Accent
REGION PREFERENCES: No Preference
Responsibilities:
Quotations:
- Prepare and send quotations to potential clients.
- Maintain accurate records of all quotations sent and received.
Invoices:
- Generate and send invoices to clients.
- Ensure timely payment of invoices by following up with clients.
- Handle any invoice discrepancies and resolve billing issues.
Bookkeeping:
- Maintain accurate and up-to-date financial records.
- Record all financial transactions, including sales, expenses, and payments.
- Reconcile bank statements and manage accounts payable/receivable.
- Assist in preparing financial reports and statements.
Customer Support via Email:
- Respond to customer inquiries and provide support via email.
- Address customer concerns and resolve issues promptly.
- Maintain a high level of customer satisfaction by providing timely and effective support.
Inbound and Outbound Calls:
- Handle inbound calls from clients, addressing their inquiries and providing information as needed.
- Make outbound calls to follow up on quotations, invoices, and other customer-related matters.
- Maintain detailed records of all call interactions in the CRM system.
- Provide exceptional customer service over the phone, ensuring customer satisfaction.
Qualifications:
- Proven experience in an administrative or similar role.
- Strong organizational and multitasking skills.
- Excellent written and verbal communication skills.
- Familiarity with NolaPro and ExpensePoint is a plus, but not necessary (training will be provided).
- Attention to detail and accuracy in financial record-keeping.
- Ability to work independently and as part of a team.
- Customer-focused with the ability to handle inquiries professionally.
Software/Tools:
- NolanPro, ExpensePoint, and Outlook
Client Industry: Environmental Service Provider
Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.
What we offer:
- Competitive rates
- Weekly payments
- Annual rate increase (based on performance)
- Paid time off
- Paid holidays
- Various open roles are 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
- And more!