Remote Work Opportunity: Advance Your Finance Career from Home
At PeopleBlue Virtual Assistants, we connect top Latin American professionals with established finance agencies across the United States. This is more than a remote position; it is a structured opportunity to grow within the U.S. finance industry while working from home.
We are seeking a highly organized Finance Assistant with experience in a legal environment and a proven track record of managing financial transactions involving client information, meeting daily billing goals and deadlines, proactively following up to complete tasks, and maintaining excellent customer service and professional etiquette.
Role Objective
Support the finance team with a wide range of financial and administrative tasks, including contract management, payment collection, payment processing, updating financial records, and managing invoices. This role is vital to ensuring the firm's financial health and integrity.
Benefits & What We Offer
100% Remote Work
Work from home with flexibility and stability.
Professional Development
Gain exposure to U.S. insurance operations and structured remote workflows.
Competitive Compensation
Annual salary review and performance-based growth.
Paid Time Off
Vacation and medical leave coverage (case-based review).
Long-Term Stability
Be part of a growing network of LATAM insurance professionals serving U.S. clients.
Key Responsibilities: Financial Support & Administration
Contract Review & Drafting
Prepare, review, and organize contracts to ensure they are accurate, complete, and compliant with company standards.
Client Payment Communication
Serve as a point of contact for clients regarding current and outstanding payments, handling initial payments, upcoming, and overdue payments.
Invoice Creation & Monitoring
Create and issue invoices in the financial system, reflecting accurately retained services, and follow up with clients for payment processing.
Financial Record Management
Ensure financial records are up-to-date and accurate, reconciling discrepancies with attorneys and operational staff as necessary.
Payment Scheduling & Follow-Up
Track and manage payment schedules, ensuring all payments are made on time, and follow up with clients to ensure adherence to payment terms.
Document Management & Filing
Organize, secure, and maintain records of contracts, invoices, and related financial documents for auditing and reference purposes.
Essential Requirements: Financial Knowledge & Administrative Excellence
Finance & Administrative Experience (Mandatory)
2+ years of experience in contract management, accounts receivable, or financial administration, ideally within a legal setting.
Proven Financial Transaction Expertise
Strong track record of handling sensitive client financial transactions, meeting billing goals, and maintaining a high degree of accuracy in financial reporting.
Bilingual Proficiency
Fluent in both Spanish and English, with strong written and verbal communication skills.
Strong Organizational Skills
Excellent attention to detail, with a focus on maintaining accurate records and meeting strict deadlines.
Customer Service Excellence
Excellent customer service skills and a professional, friendly demeanor when communicating with clients.
Technical Skills
Proficiency in Microsoft Excel and accounting software (QuickBooks, SAP, or similar).
Experience with CRM systems and other office tools (Salesforce, Zoho, etc.).
Communication tools (Slack, Zoom, Teams)
Project management tools (Asana, Trello, or similar)
Familiarity with financial software and systems used in legal environments.
Remote Work Requirements
Private, noise-free workspace (mandatory for confidential client calls)
Internet speed: 25–50 Mbps
Computer: Windows 10+ or updated macOS
Minimum 8 GB RAM
USB noise-canceling headset
PeopleBlue Recruitment Process: How to Join Our Finance Team
At PeopleBlue, we follow a structured process to ensure each candidate aligns with our clients' profiles and culture. Our steps include:
1. Initial HR Interview
Profile validation, experience review, motivation, and availability.
2. Psychometric Evaluation
Competency, personality, and work-style analysis.
3. Employment Reference Check
Verification of prior insurance experience.
4. Operations Interview
Validation of paralegal knowledge and English proficiency.
5. Client Interview
Direct meeting with the client.
6. Contract Signing
Formal onboarding as a PeopleBlue Administrative Assistant.