Part Time Virtual Bookkeeper Jobs Near Me

This is a remote position but we are seeking employees based in Florida, Georgia, Maine, Ohio, and Texas.

Check Off Your List (COYL) is hiring aremote part-time Executive Assistantto support our exponential growth.

COYL provides highly trained, remote professionals in bookkeeping, executive assistance, human resources, marketing, web design, and IT Support on a pay-what-you-need model so our clients can focus on what matters most their business.

We work remotely, but we stay connected through Zoom meetings and Teams. Enjoy the best of both worlds - work from home without the isolation!

This is a remote position (seeking employees based in Florida, Georgia, Maine, Ohio, Texas) reporting to the Manager of the executive assistant team. This role will start at20+hours a weekand can quickly grow from there.

Objectives of the Role:

• Assist clients as directed
• Maintain client relations and refine internal processes that support COYL and clients
• Manage communication between various clients upper management and employees, liaising with internal and external executives on projects and tasks
• Plan and orchestrate work to ensure the clients priorities are met, organizational goals are achieved, and best practices are upheld

Daily and Monthly Responsibilities (dependent on client needs):

• For real estate/ business broker clients
  • Contract-to-Close Management:Supervise administrative aspects of home buyer and seller transactions from executed purchase agreement to closing.
  • Documentation & Compliance:Review contracts, disclosures, and addendums for accuracy and submit to the broker for file compliance.
  • Liaison Communication:Act as the primary contact between agents, clients, lender, title officer, and inspectors to ensure a smooth, timely closing process.
  • Deadline Tracking:Monitor and track all contingency deadlines, including inspection periods, loan approval dates, and appraisal contingencies.
  • Escrow & Title Support:Open escrow, manage earnest money deposits, and ensure all escrow documents are complete.
  • System Maintenance:Input client information into CRM and transaction management software (e.g., DocuSign, SkySlope, Dotloop)
  • Other tasks as needed
• For all clients
  • Manage the professional and personal needs for various clients
  • Track detailed records in timekeeping system
  • Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information to our virtual clients senior executives
  • Manage, coordinate, and arrange our virtual clients travel and travel-related activities, including hotel booking, transportation, and meals
  • Perform administrative and office support, such as typing, dictation, spreadsheet creation, faxing, and maintenance of filing system and contact database
  • Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with various clients and our company
  • Organize client communications
  • Answer phones for clients and relay messages
  • Plan client events
  • Respond to all requests within a maximum of 4 business hours
  • Navigate priorities while multi-tasking
  • All other tasks as needed

Skills and Qualifications

• 4 years of experience in an administrative role reporting directly to senior management
• Experience in real estate support
• Experience supporting brokers
• Superb written and verbal communication skills
• Strong time-management skills and the ability to organize and coordinate multiple projects
• Proficiency in Microsoft Office and other office productivity tools, with aptitude to learn new software and systems
• Flexible team player willing to do what it takes to get the job done; adaptable and enjoys a challenge
• Ability to keep various companies confidences
• Promptness and a motivated self-starter
• Confident and professional phone presence
• Available to help with urgent requests

Preferred Qualifications

• Experience developing internal processes and filing systems
• Associates or above degree in administration; or equivalent experience
• Knowledge of CRM such as Active Campaign, Zoho, pipedrive, etc.

Schedule:

• Monday to Friday
• Part-time with the potential to grow to full-time