Provided comprehensive administrative support to daily business operations, maintaining organized records, scheduling, and digital documentation workflows. Managed Housecall Pro CRM to update client records, track service orders, log communication history, and generate operational summaries. Handled multi-channel communications, including managing incoming/outgoing emails, coordinating appointments, and following up on pending client requests. Assisted with financial administration tasks, including tracking client deposits, following up on unpaid invoices, and preparing billing reports. Collaborated with cross-functional remote teams to streamline internal office processes and enhance operational efficiency.

Executed core bookkeeping processes by recording, categorizing, and maintaining daily business financial transactions to ensure precise financial records and support informed business decisions. Managed accounts receivable and accounts payable workflows, generating client invoices, tracking billing statuses, and processing vendor payments. Reconciled monthly bank, credit card, and digital payment accounts against ledger entries to identify and resolve discrepancies promptly. Assisted customers via phone, email, and live chat regarding billing inquiries, invoice clarifications, and general platform support. Maintained detailed financial logs and customer records using CRM and accounting software, ensuring strict compliance with financial regulations. Collaborated across remote teams to optimize administrative workflows, financial reporting, and service quality.

Managed front-desk reception operations, greeting clients and directing bilingual inquiries in English and Spanish. Assisted the legal team with drafting, organizing, and archiving administrative documents and legal correspondence. Maintained confidential client files, scheduled appointments, and managed incoming calls and calendar logistics.

Proofread and translated documents.