Milrich Virtual Professionals LLC

Milrich Virtual Professionals, LLC is currently looking for US-based Virtual Schedulers. Schedulers will be making calls on behalf of financial and insurance wholesalers to set up appointments for them with advisors. These may be cold calls and would require the scheduler to successfully navigate through a possible gatekeeper via phone and/or email in order to reach the financial advisor (or the individual who handles the advisor’s calendar). Responsibilities: - Schedule appointments - Respond to emails/calls within one hour from 9am-5pm - Manage client work as a priority when it comes in during business hours - Clear, consistent, and timely communication with the team and clients Desired Skills: - Able to navigate between email, call log, call list, online phone system, online mapping system and wholesaler’s calendar without getting flustered - Expert attention to detail - Proficient in Google docs; knowledge of Excel, Word, and Outlook extremely helpful - Sales experience a plus Requirements: - 2-4 Years of Remote (Work from Home) Experience - Comfortable making cold calls - Not easily rejected - Able to work independently - Able to pass background check - Cheerful phone disposition - Able to talk on the phone for 1-4 hours at a time with no interruptions (children, animals, etc.) - Fast / Reliable Internet and Phone (Wired or Cell) Connection - Computer Skills: Minor Troubleshooting, Excel, Google Workspace - Must currently reside in the U.S. Availability Requirements: - Minimum 4 hours M-F between the hours of 9am-5pm - Minimum 20 hours per week (during normal business hours)

Milrich Virtual Professionals, LLC is currently looking for US-based applicants for the role of an Virtual Assistant. The Executive Virtual Assistant will perform a variety of administrative tasks and support senior-level managers while working remotely. Virtual Assistant’s responsibilities include managing calendars, compliance reporting, and communication between executives and external partners. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance. A strong Internet connection is required, along with experience using communication tools like Slack and Zoom. Responsibilities: - Act as the point of contact among executives, employees, clients and other external - partners - Manage information flow in a timely and accurate manner - Managing executives’ calendars, setting up meetings, and other duties as assigned - Manage compliance reporting - Format information for internal and external communication – memos, emails, presentations, reports - Screen, direct, and distribute electronic correspondence - Organize electronic documents as requested - Prepare customer spreadsheets and keep online records - Organize managers’ calendars - Create presentations, as assigned - Provide customer service as first point of contact - Assist on webinars and other presentations as needed - Other duties as assigned Desired Skills: - Able to navigate between various systems - Ability to manage multiple deadlines - Expert attention to detail - Proficient in Google docs; knowledge of Excel, Word, and Outlook extremely helpful Requirements: - Proven experience as an Executive Assistant, Virtual Assistant or similar role - Proven experience as a Virtual Assistant or relevant role - Familiarity with current technologies, like desktop sharing, cloud services and VoIP - Experience with word-processing software and spreadsheets (e.g. Google Suite) - Knowledge of online calendars and scheduling (e.g. Google Calendar) - Excellent phone, email and instant messaging communication skills - Excellent time management skills - Outstanding organizational and time management skills - Familiarity with virtual office applications (e.g. e-calendars and productivity apps) Willingness to learn different systems and programs as needed - Utmost Discretion and confidentiality - PA diploma or certification is a plus - 2-4 Years of Remote (Work from Home) Experience - Able to work independently - Able to pass background check - Fast / Reliable Internet Connection - Computer Skills: Minor Troubleshooting, Excel, Google Workspace - Must currently reside in the U.S. Availability Requirements: - Minimum 4 hours M-F between the hours of 9am-5pm - Minimum 20 hours per week (during normal business hours) ** Accepting Waitlist Applications The above statements are intended to describe the general nature and level of work being performed by the person assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties and skills required. This job description does not constitute an employment agreement between the employer and the employee and is subject to change by the employer as the needs of the employer and the job requirements change

Part-Time Bookkeeper Position Summary - Team Member, Part-Time - Availability needed: Flexible work schedule of around 20 hours a week, some weeks can be more, some less depending on the monthly accounting cycle - Number of hours per week: approximately 20; will fluctuate per business demands and can grow based on desire for additional hours. The position will eventually grow to a full-time role but is starting off as part-time - Minimum availability of 20 hours per week during normal business hours - Compensation: $18/hr, DOE Position Summary The Bookkeeper is responsible for performing general accounting functions for a broad client base. This position is part-time, hourly, and completely remote. The Bookkeeper will report to the CEO & CFO but will work with several members of the team to ensure accurate accounting and timely client service. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: - Prepare, submit, and review financial statements with clients - Communicate as needed with other staff and clients by answering questions and reviewing client transactions - Reconcile and understand balance sheet accounts - Assist clients with appropriate accounting policies and procedures - Understand journal entries - Review and complete the month-end closing process for various clients - Categorize expenses and reconcile accounts - Review, process, and submit payroll through 3rd party vendors - Other duties as assigned Minimum Qualifications (Knowledge, Skills and Abilities) - Associate’s degree (or equivalent experience) in Accounting, Finance or Business-related field - 1+ years of experience with Quickbooks Online (certified a plus or willing to become certified within 180 days of hire; we can provide access to the training and test. However, the time spent on certification is not billable to Milrich) - Knowledge of generally accepted accounting principles and procedures - Competency in MS Office, QuickBooks, or other accounting software - Established skills in accuracy, organization, and working in a high-volume environment - Effective communication skills and ability to make decisions - Strong analytical skills and ability to deal effectively with ambiguity - Proven ability to work independently and coordinate with team members as necessary - Ability to apply discretion with confidential information Physical Demands and Work Environment - This position requires periods of time at a computer - Reliable internet access - This position is fully remote for U.S. candidates only and enables you to choose a work environment suitable to you as long as you can focus and can communicate with clients or teammates via phone or chat. The above statements are intended to describe the general nature and level of work being performed by the person assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills required. This job description does not constitute an employment agreement between the employer and the employee and is subject to change by the employer as the employer's needs and job requirements evolve. At Milrich Virtual Professionals, we value our team of dedicated experts, each with their unique set of skills. We perform many tasks with a special emphasis on administrative, marketing, and scheduling services. If you're interested in joining our team, we’d love to have you! Click to apply through our website using the Virtual Assistant application. (https://www.milrichvirtualprofessionals.com/careers) COVID-19 considerations: We are (and always have been) fully remote! Milrich Virtual Professionals is an EEO Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Job Types: Part-time, Contract