OnlyExperts

Contracts Specialist, Paralegal, Accounting Experience

OnlyExperts

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • Assist with onboarding new clients, ensuring proper data entry of legal documents such as leases and loans.
  • Lead or participate in virtual meetings with team members and clients via Zoom to support onboarding.
  • Perform software-related tasks during the onboarding process, including configuring integrations and ensuring data accuracy.
  • Conduct thorough reviews of client contracts, identifying discrepancies, ensuring compliance, and mitigating risk.
  • Draft and revise contracts to meet the company’s standards and the clients’ needs.
  • Work closely with the legal and sales teams to ensure contracts align with business objectives.
  • Assist clients in setting up, managing, and troubleshooting QuickBooks-related issues.
  • Provide guidance on how to effectively use QuickBooks in conjunction with the company's software.
  • Address customer queries and assist in resolving technical issues involving QuickBooks integration.

Requirements

  • Experience with QuickBooks Desktop or QuickBooks Online is essential.
  • Excellent written and verbal communication skills in English.
  • Strong customer service skills, with the ability to troubleshoot client issues.
  • Proficiency in technology and the ability to resolve tech-related challenges independently.
  • Detail-oriented with the ability to manage complex records and processes.
  • Ability to prioritize tasks, handle multiple projects simultaneously, and meet deadlines.
  • Strong follow-through and organizational skills.
  • Must be able to identify areas for process improvement and work closely with the team to implement solutions.
  • Ability to work remotely effectively and maintain communication with internal and external stakeholders.
  • Real estate industry experience—understanding of owning or managing real estate, or experience in banking or brokerage.
  • Accounting degree or background.
  • QuickBooks ProAdvisor Certification.
  • Experience with tools like Zoom, Slack, Google Suite, Smartsheet, and HubSpot.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
QuickBooks DesktopQuickBooks Onlinedata entrycontract draftingcontract reviewdata accuracyintegration configurationtroubleshootingprocess improvementrecord management
Soft Skills
written communicationverbal communicationcustomer servicedetail-orientedorganizational skillsprioritizationmultitaskingfollow-throughremote workstakeholder communication
Certifications
QuickBooks ProAdvisor CertificationAccounting degree