• Provide backend operational support across project administration, bookkeeping assistance, client follow-ups, and data management • Enter and organise receipts, invoices, and project-related documentation • Maintain accurate records across company systems and software • Support general administrative and data entry tasks • Ensure project information is updated and organised • Assist with data entry and record management within QuickBooks • Track invoices and support accounts administration • Maintain accurate financial records and documentation • Follow up with clients regarding outstanding invoices • Check in on estimates and proposals that have been sent • Provide professional and timely communication via email and phone • Maintain strong customer service standards • Assist with project administration and job tracking • Support estimate preparation and documentation • Proofread estimates and project-related documents for accuracy

• Serve as the first point of contact for clients via phone, email, CRM, and client portals. • Manage inbound and outbound client communications. • Respond to client inquiries professionally and promptly. • Provide excellent customer service while demonstrating empathy, patience, and professionalism. • Follow up with clients regarding outstanding requests, documentation, and open invoices. • Conduct discovery calls with prospective clients. • Identify client needs and determine appropriate services. • Answer basic accounting and tax-related questions. • Qualify leads and schedule strategy sessions when appropriate. • Maintain detailed notes and records within the CRM. • Coordinate client onboarding processes. • Update and maintain CRM records. • Assist with documentation, workflows, and standard operating procedures (SOPs). • Support administrative projects and operational improvements. • Help implement updates related to the firm's expansion into North Carolina. • Conduct warm outreach to existing leads and prospects already within the firm's ecosystem. • Follow up on inquiries generated through marketing channels and social media funnels. • Re-engage inactive leads and clients. • Support client retention and relationship-building initiatives. • Assist with client invoicing through QuickBooks. • Provide basic client reports upon request. • Track and follow up on unpaid invoices.

Role Description Du bist ein echtes Organisationstalent, liebst es, den Überblick zu behalten und sorgst gerne dafür, dass im Hintergrund alles rund läuft? Dann könntest du perfekt zu uns passen. Wir suchen ab sofort Verstärkung für unser kleines, feines Team im Backoffice und Projektmanagement. Die Stelle ist geringfügig (10 Stunden/Woche), komplett remote. Die Arbeitszeiten sind fix: Montag bis Freitag jeweils von 9 bis 11 Uhr oder alternativ von 8 bis 10 Uhr. Perspektivisch sind mehr Stunden möglich. Typische Aufgaben: - Terminvereinbarungen & -koordination - Pflege von Dokumenten & Datenbanken - Unterstützung in der Projektorganisation - Kleine Recherchetätigkeiten - Vorbereitung von Vorlagen, Formularen & internen Abläufen Qualifications - Abgeschlossene kaufmännische Ausbildung oder vergleichbare Berufserfahrung - Technisches Grundverständnis und schnelle Auffassungsgabe - Sehr gute Deutschkenntnisse in Wort und Schrift - Sicherer Umgang mit digitalen Tools und Remote-Arbeitsmethoden - Hohe Eigenverantwortung und strukturierte Arbeitsweise Requirements - Strukturierter, selbständiger Arbeitsstil - Erste Erfahrung im Backoffice, Projektmanagement oder in der Organisation von Abläufen - Gute Kenntnisse in Tools wie Google Workspace, Canva, Trello, etc. - Verlässlichkeit, Genauigkeit und Freude an Kommunikation - Sympathisches Auftreten per Mail & Telefon Benefits - Eine langfristige Zusammenarbeit auf Augenhöhe - Ein wertschätzendes, herzliches Team - Viel Gestaltungsspielraum und Vertrauen - Arbeiten von überall aus - Mehr Stunden in Zukunft denkbar

PEAK - Proctoring Assistant - 493241 - Location: - Norman - PEAK - Temporary - Human Resources Pay Range: Targeted salary $16.00 per hour based on experience Benefits Eligible: N Work Schedule: Tuesday-Saturday 12pm-close (Last appt starts at 6pm) and then Saturdays 9am-close (last appts begins at 2pm). Position Introduction: This position is through OU's PEAK Temporary Staffing Services. You will be proctoring tests remotely using Zoom. The position will be remote. Work Schedule: Tuesday-Saturday 12pm-close (Last appt starts at 6pm) and then Saturdays 9am-close (last appts begins at 2pm). The position pays $16.00/hr. Technology Needs: - A reliable laptop or PC with microphone or headphones for student privacy. - A quiet and non-distractive setting to interact with people. - A solid cable modem connection or faster. - A camera on your PC/laptop Required Education and Experience: - High School Diploma or GED - 12 months office, clerical, or administrative support experience. - Cannot be an undergraduate student at any local college Skills: - A positive presence that can help fearful or frustrated students. - A willingness to take on minor technology challenges. - Understand the needs of discretion when dealing with student data • Preferences - Familiarity with ONE / Banner / OU Systems. - Training in FERPA requirements. - Working knowledge with Zoom / MS Teams or other tele-conferencing systems. - Familiarity with iAdvise. - Experience with student services Hiring Contingent Upon a Background Check: Yes Norman Campus: If you are selected as a finalist for a position that supports the Norman Campus, you will be subject to The University of Oklahoma Norman Campus Tuberculosis Testing policy. To view the policy, visit https://hr.ou.edu/Policies-Handbooks/TB-Testing. Why You Belong at the University of Oklahoma: The University of Oklahoma values our community's unique talents, perspectives, and experiences. At OU, we aspire to harness our innovation, creativity, and collaboration for the advancement of people everywhere. You Belong Here! Equal Employment Opportunity Statement: The University, in compliance with all applicable federal and state laws and regulations, does not discriminate on the basis of race, color, national origin, sex, sexual orientation, marital status, genetic information, gender identity/expression (consistent with applicable law), age (40 or older), religion, disability, political beliefs, or status as a veteran in any of its policies, practices, or procedures. This includes but is not limited to admissions, employment, housing, financial aid, and educational services.