Virtual Assistant (Mandarin Speaker)

Project overview

🗓 Key Responsibilities 🧮 Weekly & Monthly Tasks Every 25th of the Month: Send invoice to client (Gelly). Every Friday: Check and record installment settlements. Double-check payments from Payex/Ezbeli and deduct transaction fees. Verify Free Trial accounts and set up sub-accounts for new clients. Update the master client list accordingly. End of Each Month: Compile and update campaign performance results. 🧾 Class-Related Responsibilities One Month Before a 3-Day Class: Review deposit status for all students. Notify students to prepare remaining balance before class starts. Two Weeks Before a 3-Day Class: Send reminders and follow up according to the SOP. 📊 Client Renewal Management Every 1st of the Month (or during free time): Check for renewals from old customers. Update the master list and ensure actions align with the standard operating procedures (SOPs). 📧 Daily Responsibilities Monitor email accounts with the following checklist: Always select "All Mail" (not just Inbox) to avoid missing messages. Check for any emails related to Stripe, Payex, or Ezbeli. Cross-check payment details with 小红书 or Infinitesales customer records. Review the Spam folder for overlooked emails. Do not click unknown links. If unsure, consult KK first. Inform KK about any requests requiring company details or form submissions. ✅ Qualifications & Skills Proven experience as a Virtual Assistant or in a similar administrative role. Familiarity with payment platforms (Stripe will be added advantage) Comfortable managing digital records and financial transactions. Strong email management and communication skills. Detail-oriented, trustworthy, and capable of working independently. Basic Chinese language proficiency is a plus

Category Admin Support
Subcategory Customer Support
Time required Between 10 and 20 hours
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

Skills needed