Accounting Assistant

• Enter financial transactions into the accounting system. Ensure accuracy and completeness of data.
• Review and process incoming invoices. Match invoices with purchase orders and receipts.
• Process monthly expense reports.
• Reconcile monthly bank statements. Investigate and resolve any discrepancies.
• Assist in the preparation of financial reports. Generate ad-hoc financial reports as requested.
• Manage accounts payable and Monitor accounts receivable and follow up on payments.

Data/File Management

• Identify critical data elements related to customers, products.
• Classify data into categories based on sensitivity, importance, and access levels.
• Manage Close CRM
• Implement data validation checks and cleansing -processes.
• Implement data integration solutions to streamline data flow across different systems. Ensure real-time or near-real-time data synchronization.
• Develop a backup and recovery plan to prevent data loss. Regularly test and update the backup procedures.

Social Media Management

• Manage YouTube platform & Other Social Media Platform
• Utilize social media management tools to schedule posts across various
• Create and manage paid advertising campaigns on social media platforms. Monitor budget, targeting, and ad performance.
• Update and optimize social media profiles

Administrative Assistant

• Strong communication skills, ability to assist clients
• Excellent organizational and administrative skills, strong communication and multitasking abilities
• Schedule and coordinate appointments, meetings, and conference calls. Manage and update the executive’s calendar with accuracy.
• Monitor and respond to emails promptly. Organize and prioritize emails, flagging urgent messages.

Basic Website Management

• Proficiency in Kajabi & Squarespace.
• Review and update product/service information, blog posts, and other relevant content.

Email and Community Management

• Organize incoming emails with appropriate labels and categories.
• Respond promptly and professionally to client inquiries.
• Monitor and manage online communities on platforms like Discord, Slack, and Skool.
• Address client inquiries and resolve issues courteously.