Realynk Assistants (Formerly Trans Support)

Bookkeeper

• Help maintain accurate financial records
• Manage invoices
• Ensure smooth day-to-day financial operations
• Enter bills and expenses into QuickBooks Online
• Create and manage client invoices
• Track invoice payments and monitor outstanding balances
• Perform bank reconciliations
• Process weekly payments
• Manage payments for 1099 contractors
• Handle weekly bills and operational expenses
• Process or assist with wire transfers
• Maintain accurate and organized financial records in QuickBooks Online
• Communicate with the client regarding bookkeeping updates, questions, or clarifications via WhatsApp or phone

Part-time Bookkeeper, Jewelry Manufacturing

• Review and submit expense reports for 5 Vice Presidents
• Manage expense reporting using SAP Concur
• Follow checklists and SOPs when reviewing expense submissions
• Review receipts for accuracy (dates, amounts, and expense categories)
• Identify and separate personal vs business expenses
• Detect duplicate or incorrect expense submissions
• Communicate with VPs if clarification or additional information is required
• Process expense reports every payout cycle
• Support expense submissions for directors
• Assist with other ad hoc administrative tasks as needed

Project Manager

• Support onboarding coordination, including agenda preparation, recap documentation, and task tracking.
• Assist with platform setup: administrative configuration, system preferences, templates, and permissions.
• Perform data imports with accuracy, including clients, jobs, suppliers, and financial data.
• Track project milestones, deadlines, risks, and blockers; provide regular updates to project leads.
• Support customer training through scheduling, content preparation, and follow-up tasks.
• Facilitate smooth communication between Implementation, Product, Success, and Sales.
• Maintain organized implementation documentation, deliverables, and timelines.
• Take meeting notes, summarize decisions, and ensure next steps are clearly assigned.
• Support internal project coordination using tools like Monday.com or HubSpot.
• Participate in weekly reviews with implementation leadership to review outstanding tasks.
• Serve as a frontline responder for customer support tickets.
• Troubleshoot issues, escalate appropriately, and ensure accurate and timely resolutions.
• Communicate clearly and professionally with customers, providing step-by-step guidance as needed.
• Flag recurring issues and assist in identifying opportunities to improve customer experience.
• Upload LMS modules, update course content, and troubleshoot learner access.
• Create Scribes, help articles, and documentation based on recurring support questions.
• Ensure knowledge base content is current, well-structured, and aligned with product updates.
• Submit weekly support summaries, training reports, and documentation updates.
• Track open issues, frequently asked questions, and system trends for internal visibility.
• Maintain clean CRM notes and accurate records aligning support and implementation activity.

Part-time Bookkeeper, Jewelry Manufacturing

Bookkeeper

Project Coordinator, Customer Support