Virtual Admin Assistant
Core
Virtual Admin Assistant supporting a payment processing business with administrative, communication, and onboarding tasks.
Role type
Virtual Admin Assistant
Builds
Internal administrative workflows, client/agent onboarding, and account management support
Domain
Payment processing / Financial services
Deliverable
product features
Required skills
Email drafting, Phone communication, Calendar management, QuickBooks familiarity, Form-based onboarding
Preferred skills
QuickBooks proficiency, Experience with payment processing workflows
Responsibilities
Draft emails and correspondence, Sit in on internal meetings and take notes, Sort and categorize QuickBooks receipts, Support client and agent onboarding, Make and receive phone calls including handling account cancellations, Manage personal calendar and ad hoc tasks
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