Mid to Senior Virtual Assistant

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Email management Scheduling meetings and calendar management Attending Zoom meetings and taking notes Answering inquiry calls Payroll employees use On the Clock app to log in and out Sure Payroll Update QuickBooks Desktop (3-5 charges - dump fee, gas, ending payroll etc.) Update Dashboard (in Excel) with monthly sales Research license and other requirements in new cities (infrequent) Send invoices, daily Send estimates, daily Follow up on delinquent invoices (30-60 days via email, over 60 days phone calls) Email management (~8 of 60 daily emails are legit) Research potential clients / creating email follow up campaigns Create and schedule seasonal emails? (e.g. a quarterly newsletter) Review resumes for future employees to work on the trucks applicants come from Indeed Updating CRM (Keap) clients and leads Reviewing SOPs and creating SOPs for all repeatable tasks Payroll fill out the spreadsheet and send the PDF to Client to write checks (through excel as tour guides receive a % of revenue) Check tour reports Adjust tickets and payroll if anyone paid in cash. Alert Client to any incidents.