Looking for Virtual Assistant to help manage finance collections CRM for personal finance business
Budget: $2 – $8 AUD
JOB ADVERTISEMENT: Virtual Assistant - Finance Collections / CRM Customer Management
Company: CashFaster.com.au
Location: Remote
Type: Part Time
Start Date: 11 October
About Us:
[Your Company Name] is a renowned personal finance business committed to helping our clients achieve their financial goals. As we continue to grow and adapt to our clients’ needs, we are in search of a dedicated and tech-savvy Virtual Assistant to join our team and manage our finance collections CRM.
Key Responsibilities:
- Oversee and maintain our finance collections CRM system.
- Communicate with clients for any overdue payments, ensuring professionalism and empathy.
- Produce regular reports on collections activities and outstanding balances.
- Streamline and automate CRM processes for efficiency.
- Collaborate with our finance team to reconcile records and ensure accuracy.
- Handle regular CRM data backups and updates.
- Suggest improvements and innovations in our collections process.
- Schedule and organize reminders for due payments.
What We’re Looking For:
- At least 2 years of experience as a Virtual Assistant or in a similar role.
- Familiarity with finance and collections processes.
- Proficient in CRM systems (please mention any specific CRM software you've used).
- Excellent english communication skills, both written and verbal.
- Problem-solving ability and a keen attention to detail.
- Ability to multitask and prioritise tasks efficiently.
- Comfortable working in a remote setting.
- Positive attitude and a passion for delivering quality work.
Company: CashFaster.com.au
Location: Remote
Type: Part Time
Start Date: 11 October
About Us:
[Your Company Name] is a renowned personal finance business committed to helping our clients achieve their financial goals. As we continue to grow and adapt to our clients’ needs, we are in search of a dedicated and tech-savvy Virtual Assistant to join our team and manage our finance collections CRM.
Key Responsibilities:
- Oversee and maintain our finance collections CRM system.
- Communicate with clients for any overdue payments, ensuring professionalism and empathy.
- Produce regular reports on collections activities and outstanding balances.
- Streamline and automate CRM processes for efficiency.
- Collaborate with our finance team to reconcile records and ensure accuracy.
- Handle regular CRM data backups and updates.
- Suggest improvements and innovations in our collections process.
- Schedule and organize reminders for due payments.
What We’re Looking For:
- At least 2 years of experience as a Virtual Assistant or in a similar role.
- Familiarity with finance and collections processes.
- Proficient in CRM systems (please mention any specific CRM software you've used).
- Excellent english communication skills, both written and verbal.
- Problem-solving ability and a keen attention to detail.
- Ability to multitask and prioritise tasks efficiently.
- Comfortable working in a remote setting.
- Positive attitude and a passion for delivering quality work.