Virtual Assistant – Operations, Billing & Client Support (Remote)

About the role

We are looking for a highly organized Virtual Assistant to provide day‑to‑day administrative, client coordination, and light finance support. The position is fully remote and operates on Eastern Standard Time, supporting a fast‑paced professional environment.

Key responsibilities

• Manage a high‑volume email inbox, sort, prioritize, and route messages to the appropriate staff.
• Maintain client and internal calendars, schedule meetings, and ensure conflict‑free bookings.
• Update to‑do lists and project trackers, monitor progress, and follow up on missing client information.
• Send client statements, follow up on outstanding balances, and maintain consistent communication for collections.
• Generate weekly/monthly time‑tracking reports, assist with Work‑In‑Progress reporting, and prepare draft billing entries.
• Enter billing and job data into internal systems, process deposits, and record transactions in CRM and QuickBooks.
• Provide light bookkeeping, handle confidential financial data, and support personal reminders and online purchases.
• Manage client LinkedIn activity, including connection requests and posting updates.

Required profile

• Proven experience as a Virtual Assistant or Administrative Assistant.
• Strong written and verbal English communication skills.
• Excellent organizational, multitasking, and attention‑to‑detail abilities.
• Ability to work independently with minimal supervision.
• Comfortable handling confidential financial and client information.

Required skills

• QuickBooks
• CCH iFirm (or similar CRM system)
• CRM platforms
• LinkedIn management

What we offer

• Full‑time remote position with consistent EST working hours.
• Accountability‑driven environment with clear daily task expectations.