CPT-11642 Administrative & Student Accounts Virtual Assistant

• →Prepare and manage student invoices using established Excel templates
• →Verify that required information is complete and accurately entered
• →Follow the specific invoicing requirements of different financial management services
• →Coordinate invoice submissions and track outstanding payments
• →Apply approved credits to student accounts once payments are confirmed
• →Maintain accurate records of invoices, credits, and account activity

• Monitor incoming student and family inquiries through Google Voice
• Respond to routine text messages using approved templates and procedures
• Communicate with financial management service coordinators regarding student requests and authorized services
• Gather required information to initiate new student services
• Follow established onboarding steps from initial inquiry through invoicing and account setup
• Escalate unusual requests or issues requiring management attention

• Maintain and update multiple spreadsheets and student account trackers
• Review records for missing information, inconsistencies, and data-entry errors
• Organize digital files and supporting administrative documentation
• Track outstanding tasks, payment confirmations, and follow-up requirements
• Assist with additional recurring back-office and general administrative responsibilities as assigned
• Help document and improve routine workflows as the role develops

• Assist with basic social media marketing activities during downtime between primary invoicing and administrative responsibilities
• Support routine social media tasks as assigned by the client
• Assist with basic preparation, organization, or scheduling of social media content as needed
• Provide general support for maintaining the school’s social media presence

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Administrative, data-entry, executive assistance, or business-support experience required
• Strong Microsoft Excel and spreadsheet-management skills required
• High attention to detail and data accuracy required
• Professional written English required
• Invoice preparation or accounts-administration experience strongly preferred
• Customer service or written client communication experience strongly preferred
• Experience coordinating with multiple vendors or service providers preferred
• Basic social media marketing or social media management experience is a plus, but not required
• Financial services or education industry experience is a plus

• Highly organized, accurate, and detail-oriented
• Comfortable managing repetitive, process-driven administrative work
• Strong Excel and spreadsheet-management skills
• Dependable with deadlines and follow-through
• Strong written communication and proofreading ability
• Able to follow established procedures while identifying missing information
• Comfortable learning different vendor requirements and administrative systems
• Some experience or familiarity with social media marketing is preferred
• Comfortable assisting with basic social media tasks when primary administrative responsibilities are up to date
• Interested in growing into additional responsibilities over time

• Microsoft Excel
• Google Voice
• Google Workspace / Google Sheets
• Email & Calendar Platforms
• Student Account / Administrative Tracking Systems

• Contracted Hours per Week: 10 hours/week (Hours may increase based on performance and workload)
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: Flexible – TBD PST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
• Contracted Hours per Week: 10 hours/week (Hours may increase based on performance and workload)
• Daily Working Time: Flexible – TBD PST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-C (Strong Written English Required)
• REGION PREFERENCES: Any