General VA with QBO Experience

 Posted 5 months ago
     
2-5 years experience
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AI Summary

The General Virtual Assistant will manage day-to-day administrative operations, including calendar management and financial support using QuickBooks Online. This role requires attention to detail and the ability to operate independently in a dynamic environment.

Location: Work from Home
Type of Employment: Full-time
Work Shift: US Business Hours (CST)

About Us

At OurAssistants, we connect property management and real estate companies with highly skilled virtual professionals. Our mission is to deliver reliable, creative, and results-driven support that helps our clients scale efficiently while empowering our remote teams to thrive. Learn more at ourassistants.com.

Job Summary

A growing group of related businesses is seeking an experienced General Virtual Assistant to manage day-to-day administrative operations, task tracking, calendar management, inbox triage, and financial support using QuickBooks Online.

This is a hands-on role for a detail-oriented professional who can operate independently, communicate clearly in excellent English, and bring structure, accuracy, and consistency to a dynamic, multi-priority environment.

Key Responsibilities

Administrative & Executive Support

  • Manage calendars, confirm or adjust meetings, send reminders, and block focus time to protect key commitments

  • Triage email inboxes, flag urgent items, draft responses for review, and organize or archive less critical emails

  • Maintain task and project tracking dashboards, including daily “Top 3 Focus” priorities, and provide end-of-day summaries

QuickBooks Online & Financial Support

  • Enter daily transactions and receipts in QuickBooks Online

  • Categorize expenses accurately and reconcile accounts as needed

  • Prepare daily, weekly, and monthly financial summaries, including cash flow, income vs. expenses, and outstanding invoices

  • Generate reports and dashboards with key financial insights, highlighting trends or anomalies

File & Document Management

  • Organize, rename, and file documents consistently across systems

  • Audit digital files and folders for accessibility, accuracy, and removal of duplicates

  • Refresh and maintain templates for reports, emails, and presentations

Project & Meeting Support

  • Prepare briefing notes, agendas, and talking points for board, partner, or client meetings

  • Maintain project checklists and track progress for ongoing initiatives

  • Conduct research on events, grants, sponsorships, and market trends as required

Networking & Relationship Management

  • Update CRM or contact lists with new connections

  • Track key dates such as follow-ups, birthdays, and other reminders

  • Draft thank-you and follow-up notes for review

Strategic & Career Support

  • Compile project notes into high-level summaries showing completed work, pending items, and upcoming priorities

  • Maintain records of major wins, milestones, and community contributions

  • Suggest relevant conferences, training, or networking opportunities

Qualifications

  • Minimum 3–5 years of professional experience as a virtual assistant, executive assistant, or administrative support role

  • Proven experience with QuickBooks Online, including transaction entry, reconciliations, and reporting

  • Strong organizational and time-management skills, with an ability to prioritize multiple tasks

  • Excellent written and spoken English with professional communication skills

  • High proficiency with cloud-based productivity tools (Google Workspace, Microsoft Office, or similar)

  • Attention to detail, confidentiality, and accountability

  • Comfortable working independently in a fully remote environment

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