虚拟行政助理
Virtual Admin Assistant
公司简介
这是一家通过代理网络开展业务的支付处理公司，负责拓展新客户并管理客户账户。团队负责从新客户和代理的入职到客户服务，以及在需要时取消现有账户的全部工作。
职位简介
客户正在寻找一位灵活的虚拟行政助理，以承担各种日常任务——从起草邮件和整理QuickBooks收据到处理基于电话的账户工作并参加内部会议。
这是一个广泛且不断发展的职位：每周约15小时用于处理常规职责，其余时间将用于新项目和临时请求。
主要职责
- 起草邮件和信函供审核和批准——此职位负责起草，但不会代表客户发送邮件。
- 参加部分内部会议（每月约10–12小时），做笔记，并专业地代表公司，遇到问题时进行上报而非当场回答。
- 将QuickBooks收据分类到正确的费用类别（加分技能，非必需）。
- 协助客户和代理入职，包括发送入职表单，一旦建立信任，即可登录账户完成设置步骤。
- 代表公司拨打和接听电话，包括处理账户取消——保持通话、核实信息，并起草取消通知供审批。
- 管理自己的日历，并在灵活的日常任务列表中保持条理清晰。
- 接受临时项目和新任务，愿意学习他们不熟悉的工作流程。
技能与工具
- 能够拨打电话和接听电话，包括在等待时处理电话菜单和账户相关事务。
- 具备QuickBooks（或类似记账软件）的使用经验是加分项，但不是必须。
- 能用清晰的英文撰写面向客户和代理的邮件。
- 熟悉基于表单的入职流程和简单的软件登录操作。
- 灵活主动——能够每天接受新任务或临时任务，并有自信提出意见并做出决策。
合同与安排
- 初期为兼职：每周20小时（每月80小时），周一至周三上午8点至下午2点太平洋时间，周四有少量灵活时间。
为什么加入Assist World？
100% 远程办公
50美元生日奖金
查看英文原文
Company Overview
The company is a payment processing business that works through a network of agents to bring on new clients and manage client accounts. The team handles everything from onboarding new clients and agents to servicing and, when needed, cancelling existing accounts.
Role Overview
The client is looking for a flexible Virtual Admin Assistant to take a wide range of day-to-day tasks off their plate — from drafting emails and sorting QuickBooks receipts to handling phone-based account work and sitting in on internal meetings.
This is a broad, evolving role: roughly 15 hours a week will cover recurring responsibilities, with the remaining hours held open for new projects and ad hoc requests as they come up.
Key Responsibilities
- Draft emails and correspondence for review and approval — this role prepares drafts but never sends on behalf of the client.
- Sit in on select internal meetings (roughly 10–12 hours/month), take notes, and represent the company professionally, escalating questions rather than answering on the spot.
- Sort and categorize QuickBooks receipts into the correct expense categories (nice-to-have skill, not a deal-breaker).
- Support client and agent onboarding, including sending out onboarding forms and, once trust is established, logging into accounts to complete setup steps.
- Make and receive phone calls on the company's behalf, including handling account cancellations — holding, verifying details, and drafting the cancellation notice for approval.
- Manage their own calendar and stay organized across a flexible, day-to-day task list.
- Take on ad hoc projects and new tasks as they come up, with a willingness to learn processes that are new to them.
Skills & Tools
- Comfortable making and receiving phone calls, including sitting on hold and navigating phone trees for account matters.
- Working knowledge of QuickBooks (or similar bookkeeping software) is a strong plus, but not required.
- Confident, clear written English for drafting client- and agent-facing emails.
- Comfortable with basic form-based onboarding workflows and simple software logins.
- Flexible and proactive — comfortable being assigned new or last-minute tasks day to day, and confident enough to speak up and make calls.
Contract & Logistics
- Part-time to start: 20 hours/week (80 hours/month), Monday–Wednesday 8am–2pm PST, plus a couple of flexible hours on Thursday.
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM