About the role
I’m Rhino Julie, and I LOVE building super teams to serve our clients' needs.
If you love a challenge, love problem-solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!
My promise to you:
*I provide a FUN working environment.
*We are constantly learning new things.
*We are a team who wants to be the best at what we do, which means you have the BEST teammates.
*I ALWAYS pay on time.
*I treat all of my team members with respect and love.
Client Overview:
William is an awesome finance expert who helps business owners understand their numbers and make better decisions. He is looking for an equally awesome unicorn who can assist him with client onboarding, simple bookkeeping, and other administrative tasks so he can stay in his zone of genius.
Client Requirements:
Must be able to work 20 hours weekly, with potential to increase based on performance and as the business grows
Must be able to work any 4-hour block from 9 AM to 1 PM Pacific Time (US)
Must have strong English communication skills (written and verbal)
Must be highly organized, detail-oriented, proactive, and able to manage multiple priorities independently
Must be trustworthy and comfortable handling sensitive and confidential information
Must have bookkeeping experience (a formal accounting background is a plus, not required)
Must be knowledgeable in building and working in spreadsheets in Excel and google sheets.
Must love numbers and be eager to understand the business from a financial perspective
Must love learning and be comfortable picking up new systems and processes
Responsibilities/Tasks:
Must-Have Experience (Responsibilities You Must Be Proficient In):
These are the tasks the VA needs to handle independently and confidently from day one:
Onboarding, Contracts & Admin Support
Manage the onboarding process for new clients, including getting access to client accounts and the systems needed to begin work
Prepare contracts, send them out for signature, and track them through to completion
Collect financial documents from new clients and follow up on anything missing, such as bank statements, balance sheets, and income statements
Organize and maintain client files and information so everything is in one place
Support William with general administrative tasks as they come up to help keep his day-to-day work organized and running smoothly.
Bookkeeping & Financial Support:
Handle simple bookkeeping and bank reconciliations
Create and maintain spreadsheets as needed, from organizing client financials and tracking bookkeeping work to anything else that comes up
Read and understand financial statements well enough to know what each one shows and spot anything missing
Build simple forecasts and first-pass financial models in spreadsheets to support William’s higher-level analysis (Excel experience is a plus, not required)
Flag anything that looks unusual or concerning in the numbers rather than simply passing it along
Referral Tracking & Prospect Research
Help William set up a simple tracker for referrals and keep it up to date
Track who referred each client
Send thank you messages to everyone who sends a referral, including connecting and saying thanks on LinkedIn
Check in with referral partners every couple of months to keep the line of communication open
Research potential clients and prepare notes so William is ready to reach out
Nice-to-Have Experience (Responsibilities You Can Learn Over Time):
These tasks are valuable but can be trained on the job:
Eventually handle prospect outreach once the process is established
Handle simple client communication and follow-ups
Use AI tools to streamline repetitive or manual client work
Turn William's voice notes into LinkedIn posts using his own words
Pay and Benefits:
Competitive hourly rates
Wellness package
Squad Breaks (paid time off)
Quarterly performance bonuses
Holiday and year-end bonuses
Annual appraisal
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Our super cool hiring process:
We have real people communicating with you and looking at your application!
We PAY you to take a Paid Test for the client you're applying for to make sure you like the job and you have the skills for it.
At any time, you can check out the other clients we have and ask to take Paid Tests for them, as well!