Treant

• Inbox and Message Triage • Monitor Circle DMs, student texts, and inbound requests daily. • Review and categorize messages based on urgency, including same-day requests, standard follow-ups, and non-urgent items. • Draft warm, clear, and proactive responses for client’s approval when needed. • Acknowledge student messages quickly, especially when a request will take time to resolve. • Identify when a student needs a 1:1 session and send the correct Calendly booking link. • Calendly Scheduling Coordination • Route students to the correct Calendly link based on the type of session needed. • Confirm time zone clarity when scheduling calls. • Set clear expectations on what students need to submit before their session. • Follow up right away when required materials are missing. • Reschedule sessions when needed to protect client’s time from unprepared calls. • Ensure Calendly reminders and follow-ups are properly managed. • Hiring and Candidate Support • Review candidate submissions before they are sent to the client. • Confirm that resumes, interview recordings, assessments, and other required candidate materials are complete and accessible. • Follow up with students when candidate materials are missing. • Maintain a clean tracker in Asana or the assigned system. • Coordinate second interviews once candidates are approved to move forward. • Candidate Connect and Asana Pipeline Management • Manage the Candidate Connect pipeline in Asana from discovery call through hire. • Move student cards forward as each stage is completed. • Monitor Asana notifications and emails daily. • Flag stalled cards or delays that need client’s attention. • Track signed agreements, intake forms, finalist submissions, second interviews, candidate selections, and hires. • Coordinate second interviews by matching the student’s calendar with client’s availability. • Update the Asana board so it reflects the current status of each student. • 1:1 Session Recap Support • Pull transcripts from Fathom, Zoom, or the assigned recording tool. • Draft structured recaps after 1:1 sessions. • Send recaps for review and approval. • Post approved recaps in Circle on client’s behalf. • Ensure recaps include discussion points, key decisions, next steps, accountability items, and deadlines. • Complete recap drafts within 24 hours of each session whenever possible. • Quality Control and Process Support • Proofread and polish messages, updates, and recaps before sending. • Maintain a professional, warm, and clear communication style. • Create and update reusable templates for missing item follow-ups, scheduling instructions, confirmation messages, and recap formats. • Send a short daily priority summary with the most important updates and action items.

- Create clean, polished, and on-brand graphics for social media, newsletters, promotions, events, and class materials. - Design marketing assets using Canva and existing brand templates. - Help update promotional materials, class announcements, event graphics, and other branded content. - Support email marketing by preparing newsletter visuals, layouts, and content based on existing templates. - Assist with social media content, including visuals, captions, basic scheduling, and brand consistency. - Follow branding guidelines, SOPs, Loom videos, templates, and existing workflows accurately. - Manage the general inbox and respond to customer inquiries in a friendly and professional way when needed. - Handle class-related customer requests such as schedule changes, cancellations, refunds, and general questions. - Use Shopify to review orders, support refund requests, update customer information, and manage class-related details. - Support light administrative projects as needed. - Ask clear questions when unsure and communicate proactively about task status, blockers, or needed clarification.

**Role Overview** Our partner is looking for a detail-oriented **Junior Accountant / Accounting Associate (FILIPINO)** to support the core accounting operations that keep the business running smoothly. This role will work closely with senior accounting staff and assist with journal entries, reconciliations, invoice processing, tranche preparation, and month-end close. This is a great entry-level opportunity for someone looking to grow their career in fintech finance, with real exposure to lending operations and financial services. **Key Responsibilities** - Record journal entries and process invoices accurately and on time - Reconcile bank accounts and general ledger accounts - Support month-end and year-end close processes - Prepare basic financial reports and assist with tranche preparation - Maintain clean, organized, and audit-ready financial records - Support internal audits and compliance requirements - Collaborate with cross-functional teams and respond to internal accounting or finance inquiries - Assist with documentation, workflow improvements, and process improvement initiatives - Ensure all financial information is handled with accuracy, confidentiality, and discretion

• Provide professional customer service via phone, email, and other communication channels • Assist customers with account inquiries, payment arrangements, and contract-related questions • Conduct first-party collections activities on delinquent accounts while maintaining a professional and customer-focused approach • Review customer agreements and supporting documentation for accuracy and completeness • Verify that all required customer information has been submitted and properly documented • Cross-reference contracts and supporting documents to ensure consistency and compliance • Maintain accurate and up-to-date customer records within company databases and CRM systems • Organize, categorize, and manage electronic documents for efficient retrieval • Audit customer files throughout the application and onboarding process • Escalate discrepancies or compliance concerns as required • Perform general administrative and operational support duties as assigned**

• Research and qualify artists based on social engagement rates (minimum of 2%) and upcoming tour schedules. • Draft and send outreach emails to potential artist partners, utilizing proven templates and following best practices. • Review and verify artist tour schedules to ensure timely and relevant follow-up. • Support the partnership team in managing the artist pipeline, ensuring that no leads fall through the cracks. • Assist in identifying new potential leads and opportunities for partnership growth. • Maintain accurate tracking of outreach and responses, improving the process for scalability.

• Manage business inbox, responding promptly to tenant inquiries and maintenance requests. • Use Buildium for billing, invoices, and property management tasks. • Escalate urgent maintenance requests to contractors, prioritizing issues like leaks. • Schedule viewings with prospective tenants for a smooth experience. • Provide general administrative support to the property management team.

• Manage client intake and onboarding processes • Follow up on leads, engagement letters, invoices, and required documents • Assist with ID verification and file opening • Coordinate appointments and client communications • Maintain accurate records and track tasks to ensure nothing falls through the cracks • Support administrative and process-related tasks as needed

• Review treatment plans with patients and explain procedures, timelines, fees, and next steps in simple terms. • Coordinate appointments for consultations, treatments, follow-ups, and referrals. • Verify dental insurance benefits, coverage limits, deductibles, and patient responsibilities. • Prepare treatment estimates and discuss payment plans or financing options with patients. • Follow up with patients who have pending or unscheduled treatment. • Answer patient questions regarding procedures, insurance, billing, and scheduling. • Work closely with dentists, hygienists, dental assistants, and front-office staff to ensure accurate treatment coordination. • Update patient records, treatment notes, insurance details, and communication logs in the dental practice management system. • Submit pre-authorizations, insurance estimates, and supporting documents when required. • Monitor treatment acceptance and help the practice improve case conversion. • Handle sensitive patient and financial information professionally and confidentially. • Provide a warm and supportive patient experience throughout the treatment process.

• Respond to customer inquiries via phone, email, and text message in a timely and professional manner from a home-based setup • Troubleshoot customer issues and provide clear, accurate information about products, services, and account concerns • Document all customer interactions accurately in internal systems and escalate complex issues to the appropriate teams when needed • Identify recurring customer concerns and share insights to help improve processes and service quality • Meet or exceed individual and team KPIs such as response time, resolution rate, and customer satisfaction

• Oversee the complete accounting cycle for multiple companies or client accounts. • Manage month-end and year-end closing activities, ensuring deadlines and reporting requirements are met. • Review journal entries, account reconciliations, accruals, prepaid expenses, fixed assets, payroll entries, and intercompany transactions. • Review balance sheets, income statements, cash flow reports, and supporting schedules for accuracy and completeness. • Ensure all financial activity is properly recorded, classified, supported, and reconciled. • Maintain strong internal controls and identify accounting, reporting, or compliance risks. • Coordinate with external accountants, auditors, tax professionals, and other financial partners. • Support audit, tax, due-diligence, and financial-review requirements by maintaining complete and traceable documentation. • Analyze financial results and identify unusual balances, variances, trends, and potential business risks. • Look beyond individual transactions to understand their broader financial and operational impact. • Prepare and review monthly management reporting packages. • Provide meaningful commentary on financial performance, cash flow, profitability, working capital, and operating results. • Translate complex accounting matters into clear, practical recommendations for clients and senior management. • Assist with budgets, forecasts, cash flow projections, and financial models. • Ensure management reports provide an accurate and decision-useful view of the business. • Supervise, guide, and review the work of bookkeepers, accountants, and other finance team members. • Delegate responsibilities while maintaining accountability for the accuracy and timeliness of deliverables. • Establish review procedures, closing schedules, accounting checklists, and quality-control standards. • Coach team members on Canadian and U.S. accounting practices, documentation, and professional judgment. • Identify knowledge or performance gaps and provide clear, constructive feedback. • Serve as the escalation point for complex reconciliations, reporting issues, and client concerns. • Promote a culture of ownership, accuracy, accountability, and continuous improvement. • Serve as a senior accounting contact for assigned clients and business stakeholders. • Understand each client’s operations, financial structure, reporting needs, and business priorities. • Lead accounting meetings and confidently explain financial results, issues, and recommended actions. • Anticipate client needs instead of waiting for problems or instructions to arise. • Maintain professional, responsive, and solutions-oriented communication. • Manage multiple engagements and competing priorities without sacrificing quality. • Work closely with fractional CFOs and senior advisors on reporting, forecasting, financing, restructuring, and other strategic initiatives. • Evaluate existing accounting workflows and identify opportunities to improve accuracy, efficiency, and scalability. • Develop and document accounting policies, standard operating procedures, month-end checklists, and reporting processes. • Improve the use of accounting software, reporting platforms, spreadsheets, and supporting systems. • Help transition clients from informal bookkeeping practices to structured, controller-level financial operations. • Support accounting-system implementations, cleanups, migrations, and process standardization. • Ensure processes can support growing, changing, or multi-entity businesses.