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We are looking for a dependable Office Assistant to provide day-to-day administrative support for the Accounts Receivable team in San Ramon, California. This contract opportunity is well suited for someone who stays organized, communicates professionally, and can keep routine processes moving efficiently. The person in this role will help manage correspondence, maintain accurate records, and coordinate with internal teams to support billing-related workflows.
Job Responsibility:
Create and send routine customer communications such as invoices, account statements, and payment reminders with accuracy and professionalism.
Review shared email inboxes, prioritize incoming messages, and direct requests to the appropriate team members for timely follow-up.
Maintain tracking logs for open items and follow through with customers or internal departments to help keep requests on schedule.
Enter, verify, and update information in spreadsheets and internal platforms while ensuring a high level of data accuracy.
Compile simple status reports and summaries that help the Accounts Receivable or finance team monitor ongoing activity.
Partner with sales, customer service, and operations teams to address non-financial billing questions and resolve documentation-related issues.
Organize follow-up activities by scheduling next steps and keeping task records current for the team.
Assist during month-end and reporting periods by gathering documents and monitoring checklist completion.
Respond to routine inquiries in a courteous, service-oriented manner that reflects professionalism in every interaction.
Maintain orderly documentation and records in alignment with company standards for accuracy and consistency.
Requirements:
Previous experience in an office support, administrative, or clerical role, preferably within an accounting, billing, or finance-related environment.
Proficiency with Microsoft Excel and confidence using spreadsheets, databases, and general computer applications.
Ability to work with accounting software, CRM tools, and internal business systems while managing data carefully.
Strong written and verbal communication skills, including the ability to handle routine customer-facing correspondence professionally.
Demonstrated attention to detail with the ability to manage multiple tasks, maintain logs, and meet deadlines consistently.
Comfortable coordinating with cross-functional teams to help resolve billing-related questions and administrative issues.
Experience handling inbound calls, email requests, and general office support tasks in a fast-paced setting.