Core Competencies:
- Ethics. Works with integrity; Upholds organizational values.
- Dependability. Follows instructions, responds to management direction; results oriented and committed to achieving objectives and tasks as required.
- Teamwork and Collaboration. Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.
- Professionalism. approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accountable of all actions and decisions.
- Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values.
- Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
- Decision Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.
Tasks required:
- Record and reconcile financial transactions
- Maintain accurate bookkeeping records using [insert software, e.g., QuickBooks/Xero]
- Generate invoices and track payments
- Assist with expense tracking and monthly financial reporting
- Respond to billing-related inquiries professionally and promptly
- Manage email inboxes and schedule/calendar updates
- Prepare reports, forms, and basic documentation
- Provide general admin and clerical support as needed
- Maintain digital files and folders in an organized system
- Conduct light property sourcing using Rightmove or similar platforms
- Compile data and present shortlisted deals for review
- Maintain basic records of sourced properties and lead follow-ups
Requirements:
- Proven experience as a bookkeeper and/or virtual assistant
- Experience working with UK-based businesses (if applicable)
- Knowledge of property investing or real estate industry
- Familiarity with tools such as Google Workspace, Slack, or Trello
- Proficiency in accounting software (e.g., QuickBooks, Xero, or similar)
- Strong organizational and communication skills
- Ability to work independently, meet deadlines, and manage multiple tasks
- Comfortable with online research and property search platforms
- Trustworthy, detail-oriented, and discreet with confidential information