Remote Bookkeeping Assistant - Africa

Scalesource; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm is seeking a full-time Remote Bookkeeping Assistant to support the Owner and CEO. This role involves customer service, sales support, and bookkeeping tasks. The ideal candidate should have experience with QuickBooks Online, strong communication skills in English and Spanish, and the ability to manage multiple priorities. Working remotely from South Africa, you'll have the opportunity to gain valuable experience in a professional environment.

Qualifications

• Proven experience with QuickBooks Online.
• Experience in bookkeeping and invoicing.
• Strong written and verbal communication skills in English and Spanish.

Responsibilities

• Support the Owner and CEO in day-to-day operations.
• Handle customer inquiries and provide information on products.
• Assist with sales, administrative, and accounting support.

Skills

Organization

Detail-oriented

Customer service

Communication in English

Communication in Spanish

Tech-savvy

Tools

QuickBooks Online

Job description

Remote Bookkeeping Assistant

Location: Remote (must live outside the U.S.)
Salary: $1,200 USD/month
Hours: 40 hours per week

Summary

We are seeking a full-time Remote Bookkeeping Assistant to support the Owner and CEO. This is an excellent opportunity to be part of a professional management team and gain valuable experience in day‑to‑day business operations. The ideal candidate is a highly organized, detail‑oriented, and proactive professional with a background in administrative support, customer service, and bookkeeping. You should possess strong English and Spanish communication skills, a customer‑first mindset, and a solid understanding of technology and cloud‑based systems. Experience with QuickBooks Online is essential.

Detailed Responsibilities

Customer Inquiry Handling

• Respond promptly and professionally to customer inquiries via phone, email, and text.
• Address questions, concerns, and requests with accuracy and courtesy.
• Provide detailed information about products, services, and pricing.
• Assist customers in scheduling appointments and consultations.

Client Qualification

• Follow a structured script to pre‑qualify potential clients.
• Assess if customers meet the service criteria.
• Collect relevant client details to support the sales process.

Appointment Coordination

• Efficiently schedule appointments based on availability and logistics.
• Use calendar software to maintain an organized system.
• Communicate appointment details clearly with customers and staff.

Sales, Administrative & Accounting Support

• Assist the sales team with administrative functions.
• Follow up with sales staff to ensure timely completion of appointments and action items.
• Use QuickBooks Online for billing, invoicing, payment processing, and data entry.
• Support Accounts Receivable (AR) and Accounts Payable (AP) processes.

Bookkeeping & Inventory Management

• Run inventory processes.
• Create and manage sales orders.
• Create and manage contracts.
• Maintain accurate financial and product records.
• Ensure timely and accurate data entry and reconciliation.

Task Management & Follow‑Up

• Track assigned tasks and follow through to completion.
• Provide reminders and support to ensure accountability within the team.

Customer Reviews & Feedback

• Compile closed client lists for follow‑up.
• Reach out to clients to request feedback and online reviews.
• Guide clients through the review process and follow up as needed.

Qualifications / Requirements

• Proven experience with QuickBooks Online
• Experience in inventory
• Experience in bookkeeping, including invoicing, and basic financial reporting.
• Comfortable creating contracts and sales orders.
• Tech‑savvy with the ability to learn new tools quickly.
• Highly organized with excellent attention to detail.
• Strong written and verbal communication skills in both English and Spanish.
• Background in customer service, administrative support, or sales coordination.
• Ability to work independently and manage multiple priorities.

Schedule

• Full‑time, 40 hours per week.