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Administrative & Bookkeeping Assistant (U.S./Canada/UK background is required)

TorontoRemoteFull-time

AI Summary

Provides daily administrative and bookkeeping support to project managers and operations, managing calendars, emails, invoices, and project documentation.

About this role

  • Provide daily administrative support to project managers and the operations team.
  • Manage calendars, scheduling, emails, and routine correspondence.
  • Organize and maintain digital files, records, and project documentation.
  • Maintain accurate project information in company systems, including Job Thread/FSM.
  • Assist with tracking project-related tasks, information, and documentation.
  • Perform general administrative and operational support as needed.
  • Create, issue, and track invoices using QuickBooks.
  • Maintain accurate records of invoices, payments, and accounts receivable.
  • Monitor outstanding balances and follow up with clients regarding overdue payments.
  • Follow up with clients when additional billing or payment information is required.
  • Perform basic bookkeeping and financial record-keeping tasks.
  • Assist with reconciling and organizing payment-related information.
  • Maintain accurate and up-to-date financial records.
  • Assist with preparing client proposals using company templates, previous examples, and available resources.
  • Use ChatGPT and other AI tools to assist with drafting, formatting, and organizing proposal content when appropriate.
  • Prepare and track Certificates of Insurance (COIs).
  • Prepare credit card authorization forms and other client or project documentation.
  • Maintain organized records of required forms and supporting documents.
  • Assist with regulatory documentation and notifications for agencies such as the Department of Health and EPA.
  • Follow up on documentation requirements and ensure materials are completed and submitted on time.

Key Responsibilities

  • Previous experience in administrative support, virtual assistance, bookkeeping, office administration, or operations support.
  • Working knowledge of QuickBooks and Microsoft Excel.
  • Experience with invoicing, payment tracking, accounts receivable, or basic bookkeeping.
  • Strong written and verbal English communication skills.
  • Excellent organizational and time-management skills.
  • Strong attention to detail and accuracy.
  • Comfortable using ChatGPT or similar AI tools to support administrative and documentation tasks.
  • Ability to work independently with minimal supervision.
  • Ability to manage multiple priorities and deadlines.
  • Comfortable working with remote teams and cloud-based systems.
  • Must have grown up in the United States, Canada, or the United Kingdom.
  • Open to expatriates who have relocated abroad and are currently working or living remotely.
  • Must be comfortable communicating with North American clients and working within North American business processes.
  • Previous experience in construction, restoration, environmental services, or a related industry.

Skills, Knowledge & Expertise

HOURS/WEEK:
  • 40 Hours/Week
  • Monday-Friday 12:00PM-8:00PM EST

Benefits

  • Weeks 1–8: $8 USD/hour
  • Weeks 9-16: $9 USD/hour
  • Weeks 17 onwards: $10 USD/hour

Skills

Accounts ReceivableBookkeepingCertificates Of InsuranceChatGPTCredit Card Authorization FormsDepartment Of HealthEPAExcelFSMInvoicingJob ThreadQuickBooksRegulatory Documentation

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