AcquireAI

Executive Assistant

• Assist day to day operations for the members (OEP’s customers)
• Mostly back office work and data entry
• Covers data entry Xero (accounting software work)
• Statement reconciliation
• Inbox clearing and manages the work traffic coming in generic inboxes
• Collections for customers/businesses
• Job and quote creation
• Quote follow up
• Generic follow up – (Calling the members of a missing requirement, checking to confirm booking of a job & other clarifications)
• Invoicing
• Preparing all completed jobs to invoicing stage
• Auditing technician’s compliance
• Generating KPI reports
• One off report requested by members
• Receives after hours and/or regular calls depending on the member requirement
• Makes outbound calls as needed (B2B calls)

General Administrator – Virtual Assistant