
Administrative & Bookkeeping Lead, QuickBooks
The Hello Team
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
About the role
- Support and manage core office operations for a construction cleaning and maintenance company.
- Handle client onboarding, billing, bookkeeping, and daily administrative coordination.
- Create and manage invoices for clients.
- Handle Accounts Receivable (AR), Accounts Payable (AP), collections, and payment tracking.
- Perform bank and account reconciliations.
- Prepare financial and operational reports.
- Maintain accurate and organized financial records.
- Onboard new clients and maintain client records.
- Coordinate office and administrative tasks related to operations.
- Create proposals, estimates, and basic documentation.
- Communicate with clients and internal teams via WhatsApp, email, and phone.
- Maintain organized workflows and task tracking across platforms (ClickUp, Jobber, etc.).
Requirements
- Excellent English proficiency (written and spoken).
- Excellent Spanish proficiency (written and spoken).
- Strong bookkeeping experience.
- Prior experience in administrative, bookkeeping, office management, or operations support roles.
- Previous experience in leadership roles.
- Comfortable working with accounting software QuickBooks.
- Experience with CRMs or task management tools (ClickUp, Jobber, or similar preferred).
- Highly organized, detail-oriented, and reliable.
- Strong sense of ownership, accountability, and leadership mindset.
- Excellent Email etiquette.
- Proficiency with Google Sheets and basic reporting.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
Benefits
- 100% remote work
- Great work environment with potential for growth to leadership roles
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
bookkeepingfinancial reportingaccount reconciliationinvoicingAccounts ReceivableAccounts PayableGoogle SheetsMicrosoft OfficeQuickBookstask management
Soft Skills
organizational skillsdetail-orientedreliableleadershipcommunicationownershipaccountabilityemail etiquetteclient onboardingadministrative coordination