Schedule deliveries, installations, and service appointments. Coordinate schedules with internal operations teams. Confirm appointments and bookings with customers. Work closely with production and installation teams to ensure deadlines are met. Assist in coordinating production runs and workflow planning. Sales Support Answer customer sales enquiries. Assist customers with product information and technical questions. Manage website enquiry and quote request submissions. Prepare and process quotations. Follow up customer leads. Forward specialised enquiries to the relevant sales team member. Purchasing & Supplier Management Order materials and supplies including: Sand and cement products Mapei products Cement Australia products Packaging materials Office supplies Production consumables Coordinate supplier deliveries. Monitor stock levels and reorder supplies when required. Data Management Maintain accurate records and databases. Organise company documents using cloud-based systems. Update product codes, pricing, and system information. Maintain CRM and customer databases. Ensure data accuracy across all business systems. Customer Relationship Management (CRM) Update and maintain CRM systems. Record customer interactions and notes. Assist in managing ongoing customer relationships and communications. Research & Reporting Conduct online research as required. Gather and summarise information for reports. Generate operational, sales, and production reports. Provide administrative support for business improvement initiatives.
Bookkeeper
Location
United States
Posted
2 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Bookkeeper
Virtual Coworker
Role Description - Managing QuickBooks and banking processes, including downloading and uploading bank and credit card statements - Accurately categorizing transactions in line with the chart of accounts - Performing weekly bank and credit card reconciliations - Maintaining clean, accurate, and audit-ready financial records - Entering and reconciling rent rolls and tenant billing data from RIS into QuickBooks - Tracking tenant payments and deposits - Recording vendor invoices related to property operations - Assisting in preparing monthly property financial summaries - Contacting tenants with overdue payments and following up as needed - Flagging tenants approaching lease end dates - Recording operating expenses and vendor bills for the podiatry practice - Scheduling and processing bill payments in line with approval protocols - Maintaining organized digital filing of receipts and supporting documents - Assisting with preparation of monthly practice financial reports - Preparing draft profit and loss statements and balance sheets for review - Communicating with the in-house bookkeeper regarding discrepancies or queries - Maintaining strict confidentiality and ensuring data security at all times Company Description
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