How a Realty Firm Hired a Jr. Accounting Assistant for $800 a Month

This client urgently needed a person who is able to handle client inquiries, oversee billing and expense tracking, assist with real estate team tasks, and maintain organized records. And we found Valeria.
Valeria is a young Venezuelan who stood out among many. She has more than 4 years of experience in the accounting field. Her main responsibilities once she started were about supporting the accounting team with financial reporting, data entry, and the reconciliation of accounts, but as the days went by she also began to take on more responsibilities. Read on.

What does the client’s business do?

Our client's company is dedicated to fostering and maintaining strong relationships with their clients. 

This focus enables them to efficiently manage a range of real estate needs, including property showings, rental maintenance coordination, listings, and transactions involving buying and selling properties.

This client urgently needed a person who is able to handle client inquiries, oversee billing and expense tracking, assist with real estate team tasks, and maintain organized records.

What were the requirements?

The ideal candidate should possess proven experience in customer service, accounting, or a related field. But also: 

  • Experience with social media marketing and digital communication platforms.
  • Strong proficiency in Microsoft Office applications, word, excel.
  • Excellent communication and interpersonal skills, with the ability to interact effectively with clients and team members.
  • Solid understanding of accounting principles and financial reporting.
  • Ability to manage multiple tasks simultaneously and meet tight deadlines.
  • Detail-oriented with strong organizational and problem-solving skills.

That’s why we found Valeria. 

What were the responsibilities?

Her main responsibilities once she started were about supporting the accounting team with financial reporting, data entry, and the reconciliation of accounts, but as the days went by he also began to: 

  • Respond to customer inquiries promptly via phone and email, providing outstanding customer service.
  • Manage and update the company's social media profiles and execute marketing strategies to enhance online presence and engagement, such as google ads, Facebook marketing, Instagram, etc.
  • Handle all aspects of invoicing and expense tracking, ensuring accuracy and timely processing.
  • Assist the real estate team with administrative tasks, including scheduling, document preparation, and property listings and property management tasks.
  • Maintain organized and up-to-date records of all communications, transactions, and marketing efforts.
  • Collaborate with team members to identify and implement process improvements to enhance efficiency and customer satisfaction.

What was the candidate’s background?

Valeria is a young Venezuelan who stood out among many. She has more than 4 years of experience in the accounting field. Performing various tasks in the area such as bank reconciliations, general analysis of accounting accounts, request for quotations, among many others. 

Although her last work experience was an on-site job, she had experience as a remote accounting assistant for a Canadian company, so she already had experience working in other languages and remotely. 

She has been working for our client for some time now and both are happy and satisfied. 

How did they find this candidate?

The company used Jules! We help US businesses find, hire, and pay top Latin American talent. 

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