We are looking for a detail-oriented bilingual assistant to support a creative professional services team with accounting, email, sales, project, and administrative tasks. This role is idóneo for someone organized, proactive, and comfortable managing multiple workflows remotely.
Duties / Tasks to perform
Reconcile bank and credit card transactions in Xero Upload receipts and invoices to Hubdoc Monitor overdue accounts receivable and follow up as needed Track and process accounts payable and timely invoice payments Communicate with vendors or clients regarding payment updates Review and triage Gmail inboxes daily Respond to booking, invoice, and basic inquiry emails Prepare and send invoice proposals as directed Follow up weekly on open quotes and proposals Review Shopify order activity and identify leads or trends Build and update potential client lists based on provided criteria Schedule meetings and consultations through Calendly Track client communication history and next steps in a shared CRM or project tool Build project timelines and task lists in project management tools Follow up with project managers or collaborators for updates Maintain project documentation in Google Drive Place online orders for office or studio supplies as needed Organize digital files, records, checklists, and SOPs Support occasional Canva design tasks Fluent English and Spanish communication skills Experience with Xero, Hubdoc, Gmail, Google Drive, Google Docs, and Google Sheets Familiarity with Shopify, Calendly, Canva, CRM, or project management tools Strong attention to detail and follow-through Ability to manage accounting, administrative, and client-facing tasks professionally Comfortable working independently and escalating important issues when needed Organized, proactive, and able to prioritize tasks across departments
Schedule: Part-time. Monday to Friday between 8:30/9:30am–12:30/1:30pm (GMT -8-00) Pacific Time (US & Canada). Fully remote work environment Stable, long-term co

📌 Virtual Assistant (Xico)
🏢 Freelance Latin America
📍 Xico