Role Description
We're looking for a highly organized and detail-oriented Bilingual Bookkeeper Virtual Assistant to support the company's finance and accounting operations. This role begins as a part-time position and is expected to transition to full-time within approximately 30 days, based on performance and business needs.
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Perform daily bookkeeping activities using QuickBooks.
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Download bank statements from multiple client accounts.
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Classify financial transactions and accurately enter bookkeeping data.
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Complete monthly bank reconciliations.
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Maintain accurate accounting records and financial documentation.
Accounts Monitoring
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Monitor customer accounts and financial spreadsheets.
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Track monthly insurance commission payments.
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Identify outstanding customer balances and maintain accurate records.
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Assist in monitoring multiple financial accounts simultaneously.
Client Communication
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Send professional follow-up emails regarding unpaid balances.
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Communicate professionally with clients via email and messaging when needed.
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Monitor SignNow documents and ensure required signatures are completed.
Administrative & Accounting Support
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Assist with additional bookkeeping and accounting responsibilities as assigned.
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Maintain confidentiality when handling financial information.
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Continuously learn company-specific accounting processes and workflows.
Qualifications
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2+ years of bookkeeping experience.
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Hands-on experience using QuickBooks.
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Strong knowledge of bookkeeping principles and bank reconciliations.
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Advanced Microsoft Excel and spreadsheet skills.
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Exceptional attention to detail with a commitment to accuracy.
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Ability to independently manage multiple accounts and priorities.
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Strong organizational and time management skills.
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Professional written and verbal communication skills in English.
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Bilingual English and Spanish proficiency is required.
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Comfortable learning new accounting procedures and financial processes.
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Experience using Microsoft Teams or similar collaboration platforms.
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Ability to quickly learn communication platforms such as RingCentral.
Requirements
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Experience supporting U.S.-based businesses.
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Experience working remotely as a Bookkeeper or Virtual Assistant.
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Familiarity with insurance commission tracking.
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Experience working with electronic signature platforms such as SignNow.
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Additional accounting coursework or certifications are a plus.
Benefits
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Opportunity to transition from part-time to full-time within approximately 30 days based on performance and business needs.
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Fully remote work environment.
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Competitive hourly compensation.
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Receive direct training from experienced leadership.
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Expand your bookkeeping and accounting responsibilities over time.
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Join a fast-growing organization with long-term career opportunities.