Offer summary

Qualifications:

Native Spanish speaker with professional English fluency., Proficiency in QuickBooks and CRM systems., Exceptional attention to detail and strong organizational skills., Ability to work independently and manage multiple priorities..

Key responsibilities:

Perform accurate data entry in QuickBooks and manage journal entries.

Enhance and maintain the CRM database for improved customer engagement.

Create efficient systems for data organization and retrieval.

Collaborate with leadership to optimize workflows and generate progress reports.

Job description

This is a remote position.

Schedule:

Part-time (20 hours per week), Flexible Schedule

Client Timezone: PST

Client Overview

Join a forward-thinking real estate brokerage that’s revolutionizing property management through digital transformation. This established firm combines traditional real estate expertise with modern business practices, creating an exciting environment for growth and professional development. As a key player in their market, they maintain a strong commitment to both client satisfaction and operational excellence.

Job Overview

Step into an exciting role where you’ll be at the intersection of financial accuracy and customer relationship management. This position offers a unique opportunity to contribute to a dynamic real estate operation while working remotely with a flexible schedule. You’ll be instrumental in streamlining financial data processes and enhancing customer relationship management systems, making a direct impact on business efficiency and growth. This role is perfect for a detail-oriented professional who thrives in an environment where accuracy meets innovation.

Responsibilities

Master QuickBooks data entry operations, ensuring precise recording of financial transactions
Execute accurate journal entries with proper debit and credit allocations
Transform CRM database through strategic cleanup and enhancement initiatives
Drive customer engagement through proactive CRM messaging management
Create and maintain efficient systems for data organization and retrieval
Collaborate with leadership to optimize administrative workflows
Generate regular progress reports and maintain clear communication channels
Contribute to the development of streamlined operational processes

Requirements

Native Spanish speaker with professional English fluency
Demonstrated proficiency in QuickBooks, particularly in data entry and journal management
Strong background in CRM systems and database administration
Exceptional attention to detail and commitment to accuracy
Advanced organizational abilities and independent work ethic
Professional home office setup with reliable high-speed internet
Excellent written and verbal communication skills in both Spanish and English
Ability to maintain strict confidentiality with sensitive financial information
Proven track record of meeting deadlines and managing multiple priorities
Positive attitude and proactive approach to problem-solving
Flexibility to align work schedule with client needs

Independent Contractor Perks

Permanent work from home
Immediate hiring
Steady freelance job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Required profile