执行助理
Executive Assistant
QuickTeam 正在寻找一位技能娴熟且经验丰富的高级虚拟助理,为首席运营官/首席财务官提供全面的行政支持,重点在财务管理和回扣计划管理。该职位结合传统的高管支持工作——日程管理、信函往来、差旅安排和会议协调——同时负责客户开票、回扣申请和预算文件的实际操作。您需要具备出色的组织能力、财务素养,以及在快节奏环境中管理多样化职责的能力。
- 全职,每周40小时
- 全远程办公,居家办公
- 薪资:20,000元/月,根据技能和经验而定
- 能够在 EST 工作时间工作
职责:
- 客户开票:准确及时地准备和处理客户发票。
- 回扣预算表单:完成回扣申请所需的预算表单。
- 装载信函:根据回扣计划的要求准备和提交装载信函。
- 回扣申请:从头到尾准备、提交并跟踪回扣申请。
- 结项文件:管理回扣结项文件并确保及时提交。
- 计划研究:研究可用的回扣计划,并向首席运营官提供简洁的总结和建议。
- 计划管理员联络:与回扣计划管理员保持定期沟通,了解申请和结项状态。
- 进度跟踪:更新和维护 Google Sheets,准确跟踪项目进度、回扣及相关文件。
- 利益相关者会议:参加 Microsoft Teams 会议,与回扣公司讨论回扣申请和结项状态。
- 客户联络:与客户联系以获取回扣申请所需的所有文件。
- 项目经理协作:在整个项目周期中与项目经理保持紧密沟通和合作。
- 持续培训:参与与首席运营官定期进行的培训,及时了解回扣计划、流程和行业要求。
- 日程管理:高效管理首席运营官/首席财务官复杂且不断变化的日程,包括会议、电话会议和预约。预判日程冲突并主动解决。
- 邮件和信函:监控并优先处理收件箱,撰写和回复邮件,确保及时准确。
查看英文原文
QuickTeam is seeking a skilled and experienced Executive Virtual Assistant to provide comprehensive administrative support to the COO/CFO, with a strong focus on financial administration and rebate program management. This role combines traditional executive support — calendar management, correspondence, travel, and meeting coordination — with hands-on responsibility for client invoicing, rebate applications, and budget documentation. You'll need exceptional organizational skills, financial literacy, and the ability to manage a diverse set of responsibilities in a fast-paced environment.
- Full-time, 40 hours/week
- Fully remote, work from home
- Salary: R20,000/month, commensurate with skills and experience
- Availability to work during EST business hours
Responsibilities:
- Client Invoicing: Prepare and process client invoices accurately and on time.
- Rebate Budget Forms: Complete and manage budget forms required for rebate applications.
- Load Letters: Prepare and submit load letters as required by rebate programs.
- Rebate Applications: Prepare, submit, and track rebate applications from start to finish.
- Closeout Documentation: Manage rebate closeout documentation and ensure timely submission.
- Program Research: Research available rebate programs and provide concise summaries and recommendations to the COO.
- Program Administrator Liaison: Maintain regular communication with rebate program administrators regarding the status of applications and closeouts.
- Progress Tracking: Update and maintain Google Sheets to accurately track project progress, rebates, and related documentation.
- Stakeholder Meetings: Attend Microsoft Teams meetings with rebate companies to discuss the status of rebate applications and closeouts.
- Client Liaison: Liaise with clients to obtain all required documentation for rebate applications.
- Project Manager Collaboration: Maintain strong communication and collaborate closely with Project Managers throughout the project lifecycle.
- Ongoing Training: Participate in regular training sessions with the COO to stay up to date on rebate programs, processes, and industry requirements.
- Calendar Management: Efficiently manage the COO/CFO's complex and ever-changing schedule, including meetings, conference calls, and appointments. Anticipate scheduling conflicts and proactively resolve them.
- Email and Correspondence: Monitor and prioritize the inbox, draft and respond to emails, and ensure timely and accurate communication with internal and external stakeholders.
- Travel Arrangements: Arrange travel logistics including flights, accommodations, transportation, and itinerary planning.
- Meeting Coordination: Prepare agendas, coordinate logistics, take minutes, track action items, and follow up on outstanding tasks.
- Confidentiality and Discretion: Handle sensitive and confidential financial and business information with the highest level of integrity.
- Documentation and Filing: Organize and maintain files, records, and documentation, both electronic and physical, ensuring easy retrieval.
- Research and Analysis: Conduct research, gather data, and prepare reports and briefing materials to support decision-making.
Requirements
- 3+ years' experience as an Executive Assistant, or equivalent experience in finance/accounts administration
- Demonstrated experience with invoicing, reconciliations, or financial document preparation
- Strong proficiency in Google Sheets/Excel for tracking budgets, projects, and documentation
- Experience with, or strong aptitude for, application or grant/rebate-style administrative processes (intake, documentation tracking, status reporting, and closeout)
- Comfortable communicating with external program administrators and stakeholders via email and Microsoft Teams
- Strong organizational and multitasking skills with the ability to prioritize tasks effectively
- Excellent verbal and written communication skills
- Ability to work autonomously and take initiative in a fast-paced environment
- Discretion and professionalism in handling sensitive financial and business information
- A proactive, detail-oriented mindset with a willingness to learn and grow
- Comfortable working EST business hours
Originally posted on Himalayas