Finance and Customer Service Coordinator

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20four7VA

πŸ“Remote - Worldwide

Summary

Join the remote world as a Finance and Customer Service Coordinator VA (Bilingual) with 20four7VA, providing business support services in English and Spanish. The role requires junior-level experience, strong organizational skills, and excellent communication skills.

Requirements

  • Proven experience in an administrative or similar role
  • Strong organizational and multitasking skills
  • Excellent written and verbal communication skills
  • Familiarity with NolaPro and ExpensePoint is a plus, but not necessary (training will be provided)
  • Attention to detail and accuracy in financial record-keeping
  • Ability to work independently and as part of a team
  • Customer-focused with the ability to handle inquiries professionally

Responsibilities

  • Prepare and send quotations to potential clients
  • Maintain accurate records of all quotations sent and received
  • Generate and send invoices to clients
  • Ensure timely payment of invoices by following up with clients
  • Handle any invoice discrepancies and resolve billing issues
  • Maintain accurate and up-to-date financial records
  • Record all financial transactions, including sales, expenses, and payments
  • Reconcile bank statements and manage accounts payable/receivable
  • Assist in preparing financial reports and statements
  • Respond to customer inquiries and provide support via email
  • Address customer concerns and resolve issues promptly
  • Maintain a high level of customer satisfaction by providing timely and effective support
  • Handle inbound calls from clients, addressing their inquiries and providing information as needed
  • Make outbound calls to follow up on quotations, invoices, and other customer-related matters
  • Maintain detailed records of all call interactions in the CRM system
  • Provide exceptional customer service over the phone, ensuring customer satisfaction

Benefits

  • Competitive rates
  • Weekly payments
  • Annual rate increase (based on performance)
  • Paid time off
  • Paid holidays
This job is filled or no longer available