Administrative Assistant (With basic Bookkeeping experience)

Responsibilities:

Administrative Support

• Maintain and update client records in the CRM system.
• Manage email communication, including drafting responses, scheduling discovery calls, and sending follow-ups.
• Assist in preparing scopes of work and client documentation.
• Set up and optimize task and project management systems (e.g., Asana), including importing templates and organizing workflows.

Client Communication

• Handle inbound calls and respond to text messages via the CRM system.
• Address client inquiries about tax preparation services and guide them through next steps.
• Route bookkeeping and tax planning leads to the appropriate team members for follow-up.
• Deliver exceptional customer service to ensure a seamless client experience.

Social Media Management

• Schedule and publish daily content using pre-designed templates.
• Monitor and engage with social media messages and comments in a timely, professional manner.

Requirements:

• 5+ years of administrative experience, preferably in a virtual or remote setting.
• 1+ years of experience in bookkeeping or accounting OR a strong interest in learning. (Bonus: Degree in Accounting.)
• Proficiency in Microsoft Outlook and CRM systems.
• Familiarity with tools like Asana, Keeper, and TaxDome (preferred but not required; training provided).
• Exceptional organizational skills, multitasking ability, and attention to detail.
• Strong written and verbal communication skills, with the ability to interact professionally with clients and team members.
• Self-motivated and proactive, able to manage and prioritize multiple tasks with minimal supervision.
• Experience working with Russian-speaking clients (preferred).
• Availability to work U.S. business hours (10 AM – 6 PM CST).

Compensation & Benefits (to be provided by Offshore Launch):

• $800 to $1000 depends on experience
• Annual bonus up to one months salary
• Performance-based bonuses
• Comprehensive HMO policy, including dependents
• Annual continuing education budget to support professional development
• Start date: TBA