Super proactive bookkeeper & loan administrator
- or -
Post a project like this$$$
- Posted:
- Proposals: 11
- Remote
- #1673084
- Expired
ACCA, CFA Expert in Bookkeeping, Financial Reporting,Forecasting,Forensic Auditing, Management Accounting, Auditing,
Faisalabad
6509829928581089739406137818914209006076718603564613521815686590552
Description
Experience Level: Expert
General information for the business: We are a specialist lender providing high value, low volume loans.
Accounting software: Quickbooks
Description of support work: • Management of systems and processes
• Client onboarding
• Loan administration using our loan management system (managing the loan book, creating and sending statements)
• Financial transactions (payment of loans / payment requests)
• Bookkeeping - we have no payroll at this stage, so fairly simple
• Document filing & storage
• Liaising with the managing director, our compliance consultants and operations strategist
• Answering phones & diary management
• General office manager
The last two bullet points can be outsourced to a virtual assistant if this is not something the candidate would like to do.
Extra notes:
Accounting software: Quickbooks
Description of support work: • Management of systems and processes
• Client onboarding
• Loan administration using our loan management system (managing the loan book, creating and sending statements)
• Financial transactions (payment of loans / payment requests)
• Bookkeeping - we have no payroll at this stage, so fairly simple
• Document filing & storage
• Liaising with the managing director, our compliance consultants and operations strategist
• Answering phones & diary management
• General office manager
The last two bullet points can be outsourced to a virtual assistant if this is not something the candidate would like to do.
Extra notes:
George W.
0% (0)Projects Completed
1
Freelancers worked with
1
Projects awarded
33%
Last project
18 Jul 2017
United Kingdom
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What is the period and frequency? Is it ongoing on for a particular period?
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How many days per month would you envisage this workload taking George?
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