Accounting Assistant

Roman Health Pharmacy LLC; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A healthcare service provider is seeking a highly organized Accounting Assistant to manage contracts, invoicing, and CRM data. This remote role requires proficiency in QuickBooks Online, with at least six months of relevant experience. Responsibilities include preparing client agreements, tracking payments, and assisting with administrative support for record organization. The ideal candidate should also have experience working remotely and familiarity with CRM systems like PipeDrive. Competitive salary of $1,000 - $1,100 a month is offered.

Responsabilidades

• Prepare and send client agreements via DocuSign and maintain a log of contracts.
• Create and send invoices in QuickBooks Online; track payments and provide reports.
• Enter client and project information into PipeDrive and keep it updated.
• Assist with digital filing and organization of client records.

Conocimientos

English proficiency at B2 level

Experience working remotely

Minimum 6 months experience as a Virtual Assistant

Minimum 6 months experience with QuickBooks Online

Experience with DocuSign

Experience with PipeDrive or similar CRM systems

Herramientas

QuickBooks Online

DocuSign

PipeDrive

Descripción del empleo

Job Title: Accounting Assistant

Shift:

• Full Time: Monday to Friday, 8:00 AM to 6:00 PM MST

• Part Time: Monday to Friday, flexible morning or afternoon hours based on candidate availability

Position: Remote

Skills & Qualifications:

• English proficiency at B2 level

• Experience working remotely

• Minimum 6 months experience as a Virtual Assistant or in similar roles

• Minimum 6 months experience with QuickBooks Online (required)

• Experience with DocuSign (preferred)

• Experience with PipeDrive or similar CRM systems (preferred)

Responsibilities:

• Contracts Management: Prepare and send client agreements via DocuSign; maintain a log of sent, signed, and pending contracts

• Invoicing & Payments: Create and send invoices in QuickBooks Online; track payments, send reminders, maintain records; provide weekly invoice and payment reports

• CRM Data Entry & Management: Enter client and project information into PipeDrive or similar CRM; keep CRM updated with contract, payment, and follow-up statuses

• Administrative Support: Assist with digital filing and organization of client records; coordinate with internal team to ensure contracts and payments align with campaign timelines

Additional Notes:

• Additional tasks may be assigned during periods of low workflow

$1,000 - $1,100 a month