Experienced personal assistant with financial / debt service experience

Small active company - We’re working for clients in debt distress - helping them to manage their debt burden and get their lives back!

Great people and virtual working environment
Excellent training program
Competitive compensation

Ideal candidate :

Kind and caring attitude
Enjoys learning a variety of tasks
Attention to detail
Ability to work well with client advisory team and clients
Ability to understand and learn business processes
Can work independently and follow through with assigned tasks
Good computer skills ( Word, Excel, etc.)

Task overview :

Basic bookkeeping / daily data entry and system updates
Review, update, and coordinate daily activities with client advisors
Run reports for daily and weekly activity planning
Assist client advisor team, obtain documents from clients, client follow-up, schedule consults, calls, and appointments.
Work with client advisors and clients to facilitate / reschedule payments
Obtain fulfill client data and review with client
Send confirmation emails and follow up document submissions
Business network and professional relationship development
Focused Internet searches, customer list building, and monitoring social media sites