Safebooks Global is a US-focused accounting outsourcing firm that supports CPAs, EAs, and accounting firms with bookkeeping, payroll, and tax support services. We help clients streamline their operations by providing reliable offshore support.
Role Summary
We are seeking a detail-oriented and proactive
Virtual Assistant
to handle day-to-day admin tasks and assist in client communication. This role will be key in supporting our US-based clients by ensuring smooth scheduling, follow-ups, and email management.
Key Responsibilities
Send professional emails and follow-ups to US clients and prospects.
Call clients to set up appointments, meetings, and follow-ups (during US business hours).
Manage calendar scheduling for the sales and client service teams.
Maintain CRM and ensure client details and communication logs are updated.
Assist in preparing client-facing documents and reports.
Support basic data entry, document formatting, and administrative tasks.
Communicate effectively with US-based clients in clear, professional English.
Requirements
1-2 years of experience as a Virtual Assistant, Admin Assistant, or similar role.
Excellent written and verbal English communication skills.
Comfortable making outbound calls to US clients.
Familiarity with tools like Gmail, Google Calendar, Zoom, and CRM systems.
Organized, detail-oriented, and able to manage multiple tasks efficiently.
Availability to work during US business hours (EST or CST preferred).
Nice to Have
Prior experience working with US clients.
Knowledge of accounting or finance industry terminology (bonus).
Familiarity with tools like Slack, ClickUp, or Trello.
What We Offer
Competitive salary.
Remote work flexibility.
Exposure to global clients and professional growth opportunities.
Supportive and collaborative team environment.