Remote Bookkeeping Assistant - Latin America at Scalesource

, , Mexico -

Full Time

Start Date

Immediate

Expiry Date

04 Feb, 26

Salary

1200.0

Posted On

06 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bookkeeping, QuickBooks Online, Customer Service, Administrative Support, Sales Coordination, Inventory Management, Data Entry, Financial Reporting, Attention to Detail, Communication Skills, Task Management, Proactive, Technology Savvy, Spanish, English

Industry

Staffing and Recruiting

Description

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 Virtual Office & Bookkeeping Assistant to support the Owner and CEO. This is an excellent opportunity to join an executive team and gain valuable experience in high-level 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 and SOS Inventory 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.

Responsibilities

The Virtual Office & Bookkeeping Assistant will support the Owner and CEO by handling customer inquiries, coordinating appointments, and assisting with sales and bookkeeping tasks. This role requires maintaining accurate financial records and ensuring timely follow-up on tasks.