Virtual Bookkeeper/Finance and Admin Assistant/CSR

Overview

Looking for full-time work (8 hours/day)

at $5.00/hour ($880.00/month)

Bachelors degree

Last Active

July 4th, 2024 (93 days ago)

Member Since

March 27th, 2023

Profile Description

I am a virtual assistant that is looking for a new opportunity to work for an established company. I am an Accounting Assistant with years of experience who also have work experience with customer service and have a degree in business management. 

It is my pleasure to work either full time of part time for you and let my tools and skills speaks for me. 

Tools

• Microsoft office ( Excel, Power point, Outlook)
• Quickbooks ( Accounting software)
• Yardi ( Accounting Software)
• Google drive and One Drive


Finance and Admin Skills

• Updates accounting records such as Cash Receipt Book (CRB) schedule
• Prepares and generates bills invoices for sales or services rendered to owners and tenant's
• Post customer payment by entering into system accounting software
• Collects on accounts by sending bill reminders and communicating with customers via phone, email, fax or mail
• Reconciles the cash receipt book to ensure that all payments are accounted for and properly posted
• Checks any discrepancies by reconciling bills, sales receipts and bank deposit records
• Handles and resolves billing from unit owners and tenants concerns by examining customer payment, payment history
• Collect payments of the unit owners and tenants
• Prepares monthly accounts receivable reports detailing paid and unpaid accounts
• Prepares monthly accounts payable reports detailing paid and unpaid accounts
• Bank Reconciliation

Customer Service Skills

• Provide Technical Support to the process and actively resolve client issue directly or through timely escalation to meet process.
• Support process by managing transactions as per required quality standards.
• Fielding all incoming help requests from clients via telephone/ or emails in a courteous manner.
• Document all pertinent end user Identification, Information, including name, department, contact information and nature of problem or issue.
• Record, track and document all queries received, problem solving steps taken and total successful and successful resolutions.
• Follow standards process and procedures to resolve all client queries.
•
Resolved client queries as per the SLA’s defined in contract.
• Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolutions to clients.
• Identify and learn appropriate product details to facilitate better client interaction and trouble shooting.
• Maintain and update self help documents for customers to speed up resolution time.
• Identify red flags and escalate serious client issues to the Team Leaders in cases of untimely resolution.
•
Ensure all product information and disclosures are given to clients before and after the call or email requests.
• Deliver excellent customer service through effective diagnoses and trouble shooting of client queries.
• Provide product support and resolutions to clients by performing a questions diagnosis while guiding users through step by step solutions.
• Assists clients with navigating around product menus and facilitate better understanding of product features.
•
Troubleshoot all clients’ queries in a user friendly, courteous and professional manners.
• Accurately process and record all incoming calls and email using the
designated tracking software.