Financial Operations & Treasury Virtual Assistant | ACH, Wire Transfers, ----------

Executive & Administrative Support Calendar & Email Management Client Relationship Management Project Coordination Team Leadership & Supervision Process Improvement & Workflow Optimization SOP Development & Documentation Data Entry & Database Management Report Preparation & Analysis Customer Service & Stakeholder Communication Task Prioritization & Time Management Cross-Functional Collaboration Virtual Team Coordination Process Automation Support Cash Flow Monitoring & Management Treasury Operations ACH & Wire Transfer Processing International Payment Processing Bill.com Administration Banking Portal Management Account Setup & Maintenance Payment Tracking & Reconciliation Financial Reporting Vendor Payment Management Financial Data Analysis Banking Relationship Management AML (Anti-Money Laundering) Compliance KYC (Know Your Customer) Verification Customer Due Diligence (CDD) Risk Assessment & Monitoring Regulatory Compliance Transaction Monitoring Audit Support Documentation Management Data Privacy & Confidentiality Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Google Workspace (Docs, Sheets, Drive, Gmail) Bill.com CRM Systems Online Banking Platforms Virtual Collaboration Tools (Zoom, Microsoft Teams, Slack) File Management Systems Workflow & Productivity Tools Strong Attention to Detail Critical Thinking & Problem Solving Organizational Skills Adaptability & Flexibility Professional Communication Client-Focused Approach Leadership & Coaching Decision Making Confidentiality & Integrity Ability to Work Independently