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The Hello Team

Personal Assistant

The Hello Team

Remote Personal Assistant responsible for handling administrative tasks and coordinating teams. Managing schedules, customer service calls, bookkeeping, and other essential duties.

Posted 7/3/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Coordinate and manage scheduling to ensure smooth daily operations.
  • Handle incoming customer service calls as a primary responsibility, providing timely and professional support.
  • Lead collections efforts, serving as the primary point of responsibility for outstanding accounts.
  • Perform bookkeeping duties, including recording invoices, processing requisitions, and preparing monthly financial reports.
  • Prepare and generate accurate estimates (training will be provided).
  • Manage daily administrative tasks and handle basic intake tasks.
  • Prepare reports and conduct research as needed.
  • Keep daily operations organized and running efficiently.
  • Draft, edit, and proofread emails, documents, and presentations.
  • Manage communication, including answering calls, and performing follow-ups.
  • Maintain and update contact lists and databases.
  • Assist in organizing virtual events and team meetings if necessary.
  • Track deadlines and ensure timely completion of tasks and projects.
  • Provide reminders and status updates to team members and stakeholders.
  • Assist with travel arrangements, when required.
  • Help identify and implement process improvements to enhance team efficiency.
  • Perform general administrative and data-related tasks as needed.
  • Perform other tasks related to the position.

Requirements

What you’ll need
  • Proficient level of English (written and spoken).
  • Strong phone and interpersonal communication skills in English (verbally and written) with the ability to effectively engage with cross-functional teams, internal leaders, and providers.
  • Positive attitude and a professional approach to problem-solving, with strong attention to detail and the ability to learn quickly.
  • Excellent Email etiquette.
  • Professional and friendly phone presence.
  • Excellent organizational and follow-up abilities.
  • Ability to understand shifting priorities and take initiative.
  • Reliability, articulation, and a personable approach to interactions.
  • Energetic, self-motivated, proactive, and eager to contribute to a growing business.
  • Prior experience in roles such as administrative assistant, data entry, secretary, personal assistance, operations support, or other relevant positions.
  • Proficiency in Microsoft Office (Word, Excel) and Google Workspace (Docs, Sheets).
  • Experience with QuickBooks or similar tools is a plus.
  • Experience with Asana or other task management tools is a plus.
  • Sound judgment and the capacity to comprehend and execute instructions promptly with minimal supervision.
  • Reliable Windows 10 (or newer) computer with two monitors and stable high-speed internet.

Benefits

Comp & perks
  • 100% remote work
  • Great work environment with potential for growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
BookkeepingData EntryScheduling CoordinationReport PreparationInvoice ProcessingEstimate GenerationMicrosoft WordMicrosoft ExcelGoogle WorkspaceQuickBooks
Soft Skills
Attention to DetailProblem-SolvingOrganizational SkillsPositive AttitudeProactive Approach