Operations & Admin Assistant
Remote
Job Summary
Create client invoices and upload expenses to Zoho Books from multiple bank accounts. Onboard new clients by generating contracts on Indy, emailing document requests, and setting up shared Google Drive folders. Format client documents, proposals, and project templates for professionalism. Schedule written content into Podia for newsletters and course updates. Pull action points from call notes and update task lists in Notion. Maintain organized project boards and folders using Google Workspace. This part-time, fully remote role requires 10-12 hours monthly and suits someone comfortable with digital tools and independent task management.
Required Qualifications
- Confident working in cloud apps
- Quick to pick up new tools
- Familiarity with Zoho Books
- Familiarity with Notion
- Familiarity with Indy
- Familiarity with Podia
- Willingness to learn Zoho Books
- Willingness to learn Notion
- Willingness to learn Indy
- Willingness to learn Podia
- Experience with invoicing
- Experience with receipt uploads
- Experience with basic bookkeeping admin
- Great formatting skills
- Clear written communication
- Solid remote setup
- Consistent weekly capacity
Desired Qualifications
- Comfortable working with digital tools
- Ability to follow processes independently
- Enjoys taking everyday task lists off the founder's plate
- Good eye for detail
- Self-motivated
- Proactive
- Gets things done
- Asks the right questions
- Works well independently
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