Finance Jobs

We are seeking a detail-oriented professional to manage essential bookkeeping operations while providing exceptional customer service to our valued clients. This remote mid-level position offers the opportunity to contribute to my firm's growth and success. It will start part time but can grow with the additional clients acquired. As a Bookkeeper you will be responsible for: Delivering outstanding customer service to our current clients ensuring their inquiries and needs are promptly addressed. Identifying and pursuing new client opportunities to expand our firm's client base. Executing daily bookkeeping tasks with precision and efficiency utilizing QuickBooks to maintain accurate financial records. The ideal candidate will possess: Proven experience in bookkeeping preferably within small businesses. Proficiency in QuickBooks and a solid understanding of accounting principles. Excellent communication skills both written and verbal to effectively interact with clients and team members. A proactive approach to seeking new business opportunities and a commitment to delivering exceptional service. If you are a highly motivated individual with a passion for finance and a knack for client management we encourage you to apply. Join us in delivering superior accounting services and achieving new heights together.

Are you a social media enthusiast with a knack for creating engaging content? We're on the hunt for a Mid-Level Instagram Post Creator to join our dynamic team in the mortgage and finance industry. If you're passionate about crafting eye-catching posts and stories that captivate audiences this role is for you! As our Instagram Post Creator you will play a pivotal role in enhancing our brand presence. You'll have the creative freedom to produce content that not only attracts but also grows our online community. Key Responsibilities: Create visually appealing Instagram posts to highlight our mortgage and finance services. Develop engaging Instagram stories that connect with our audience. Strategically increase our follower base and engagement rates. What We're Looking For: Proven experience in social media content creation specifically for Instagram. Proficiency in Canva or similar design tools. Strong understanding of Instagram trends and best practices. Ability to work independently and manage time effectively in a remote setting. Join us and bring your creative flair to a team that values innovation and collaboration. If you're ready to make a mark in the finance industry through social media we'd love to hear from you!

Join our fast-paced team in the exciting world of Decentralized Finance as a Dynamic HubSpot Communicator . We are seeking an entry-level professional who thrives in a hustle-driven environment ready to dive into HubSpot and make an impact through efficient communication and organizational skills. In this role you will engage predominantly with HubSpot handling a variety of tasks such as managing emails texts and voiceless calls. Your primary goal will be to facilitate smooth communication processes ensuring that all messages are timely and accurately delivered. While you won't be speaking directly to leads you'll play a crucial role in responding to texts or emails and notifying the team when necessary. Key Responsibilities: Manage and execute email and text communications through HubSpot. Conduct calls with the task of notifying team members upon connection (no voice calls required). Occasionally fill out and manage forms as needed. Potentially assist with calendar management to streamline team operations. Required Skills & Tools: Proficiency in using HubSpot for communication and task management. Strong written communication skills for clear and effective messaging. Ability to work in a fast-paced dynamic environment with a focus on results. This is an incredible opportunity for someone eager to learn and grow in the decentralized finance sector while developing valuable skills in a supportive and fast-paced setting. If you're ready to hustle and make a difference we want to hear from you!

Are you a proactive and driven Virtual Assistant looking to make a significant impact in the real estate and mortgage finance industry? We are seeking a mid-level VA to join our fast-paced team focusing on elevating our social media presence and community engagement. Your role will involve managing daily operations to boost our visibility and engagement across various platforms. You'll be responsible for uploading daily shorts and reels crafting compelling content using Canva and effectively promoting our exclusive real estate group on Facebook. Key Responsibilities: Upload engaging shorts and reels daily to captivate our audience. Send out targeted emails to nurture client relationships and promote our services. Develop and promote a private real estate Facebook group to foster community and client interaction. Run a weekly contest across YouTube Facebook and LinkedIn to enhance brand awareness and business promotion. What We're Looking For: Mid-level experience in social media management and virtual assistance. Proficiency in Canva for editing pics and videos. Strong communication skills and the ability to engage with diverse audiences. A hustle mentality to thrive in a fast-paced environment and deliver results. If you are ready to dive into a dynamic role that offers both creativity and challenge we want to hear from you! Join us in revolutionizing the real estate social media landscape. Apply today!

We are a fast-growing US-based accounting and Virtual CFO firm. We are looking for a Sales Closer who speaks the language of finance. You will be taking scheduled calls with US business owners diagnosing their financial pain points and closing them on our high-ticket tax and accounting packages. You are NOT just a salesperson. You have an accounting background (maybe you were an accountant who realized you prefer talking to people over doing spreadsheets). You understand the difference between an S-Corp and a C-Corp and you can explain the value of monthly bookkeeping without hesitation. Requirements: Native-Level English (Non-Negotiable): You must possess a completely neutral accent and near-native command of US English idioms and business culture. Clients must feel like they are speaking to a partner in the US. Accounting Background: A degree in Accountancy or previous experience working in a US Tax/Accounting firm is required. You need to understand the services you are selling. Sales Experience: Proven track record of closing B2B deals. Availability: Must work US Business Hours (PST) . Responsibilities: Conduct discovery calls with warm leads (business owners). Review client financial situations and recommend the correct service tier (Bookkeeping Tax Planning CFO Services). Overcome technical objections regarding tax compliance and pricing. Send engagement letters and close the deal on the call.

ROLE OVERVIEW · We are seeking a highly organized detail-oriented Operations & Family Coordination Virtual Assistant to provide professional and personal support. · This role focuses on coordination organization scheduling follow-ups communication drafting and task management. · The assistant functions as an operational control layer - ensuring clarity structure and follow-through - while all decisions finances and sensitive matters remain with the principal. TIME COMMITMENT | 15 hours per week / 60 hours per month | Flexible schedule with overlap during U.S. business hours | Long-term role with potential to expand scope over time CORE RESPONSIBILITIES 1. Business Operations Support | Track tasks deadlines and follow-ups across multiple projects | Maintain a centralized task and reminder system | Follow up with third parties as instructed | Organize documents and maintain shared folders | Prepare weekly operational summaries 2. Email & Communication Support (Gmail + Outlook) | Monitor designated inboxes and folders | Categorize emails and identify action items | Draft responses for review and approval | Track open threads and follow-ups | Prepare email digests | Escalate urgent items 3. Scheduling & Calendar Management | Manage business and personal calendars | Schedule meetings and appointments | Coordinate availability | Send calendar invites and reminders | Reschedule conflicts proactively 4. Family & Personal Administrative Support | Coordinate personal scheduling and logistics | Maintain family calendar and reminders | Support household admin tasks | Assist with research and coordination for errands REQUIRED SKILLS | Exceptional organization and follow-through | Strong written English | Experience as a VA EA or operations coordinator | Ability to manage multiple workstreams | Strong task prioritization | Discretion and professionalism | Familiarity with Gmail Outlook calendars and task tools SUCCESS IN THIS ROLE | Fewer admin tasks for the principal | Clear weekly visibility into priorities | Reduced inbox and calendar friction | Improved focus and personal bandwidth TRIAL PERIOD | 30-day trial period

Location: Remote (Work-from-Home) Schedule: Monday to Friday 1:00 PM - 5:00 PM CST Time Tracker Required - Hubstaff Regular Virtual Meetings MUST HAVE EXPERIENCE PLEASE READ BEFORE YOU PROCEED - MANDATORY QUALIFICATIONS I have read and capable of implementation everything below - Funding Process Instructions rorfinancials DOT com SLASH funding-process-instructions - I have experience filling out bank and loan applications for U.S.-based banks and lenders. - I am familiar with credit profiles including reading and understanding credit reports credit scores and credit eligibility factors. - I understand how to match clients with the most suitable U.S. funding institutions based on their credit profile and business qualifications. - I am capable of completing applications accurately and independently with minimal supervision.