This is a remote position.
A boutique wine brand based in the picturesque Cape Agulhas region, known for crafting exceptional wines with a passion for quality and tradition is looking for a dedicated and proactive Virtual Finance & Logistics Assistant to help them maintain operational efficiency and ensure smooth delivery processes. This is a flexible, part-time remote role where you will support their accounting, logistics, and occasionally marketing efforts.
As the Virtual Finance & Logistics Assistant, you will provide crucial support in maintaining the financial and logistical operations of the wine brand. You will assist with basic accounting tasks, coordinate deliveries and orders of wine and dry goods, and sometimes support marketing efforts with data entry and client organisation. This role is ideal for someone with strong organisational skills, a keen eye for detail, and an interest in the wine industry.
Responsibilities:
Basic finance and Bookkeeping Support
Assist with daily financial transactions, including data entry into Xero accounting software.
Maintain accurate and up-to-date financial records for the wine brand.
Reconcile bank statements, invoices, and receipts on a regular basis.
Prepare and organise financial documents.
Assist with invoice generation and follow-up on payments as needed.
Logistics and Delivery Coordination:
Monitor and track the delivery schedules for wine shipments and dry goods orders.
Liaise with logistics providers to ensure timely and accurate deliveries.
Ensure that wine orders and dry goods are packaged and dispatched correctly and on time.
Follow up with suppliers and delivery companies to resolve any issues with shipments.
Maintain inventory records for wine stock and related products, ensuring optimal stock levels are maintained.
Coordinate wine deliveries and any client-specific requests or special orders.
Marketing and Client Organisation:
Assist with data entry for marketing campaigns, including updating customer contact information, product orders, and preferences.
Help maintain an organised database of client and customer records.
Assist with client communication, such as sending follow-up emails, tracking customer feedback, and providing status updates.
Support marketing efforts by updating product listings, maintaining digital assets, and managing social media calendars as needed.
Provide general administrative support to the marketing team for any promotional activities.
Requirements
Experience in basic Bookkeeping: At least 1-2 years of experience in basic accounting, bookkeeping, or finance-related tasks, including familiarity with accounting software like Xero
Logistics/Operations Experience: A basic understanding of logistics, shipping, and inventory management.
Experience in tracking orders and coordinating deliveries is a plus.
Strong Organisational Skills: Ability to manage multiple tasks simultaneously, maintain attention to detail, and prioritize tasks effectively.
Excellent Communication Skills: Strong verbal and written communication skills, with the ability to communicate clearly and professionally with clients, suppliers, and team members.
Tech-Savvy: Comfortable using digital tools and software, such as Microsoft Office (Excel, Word), Google Workspace, CRM systems, and accounting platforms.
Proactive and Self-Motivated: Comfortable working independently in a remote work environment, with the ability to take initiative and complete tasks without direct supervision.
Interest in Wine and/or the Beverage Industry (Preferred): A passion for wine or experience in the beverage industry would be advantageous, but not essential.
20 hours per week, flexible working hours with a focus on getting the tasks done efficiently.
Client ideally needs someone 10:00 am and 14:00 pm daily
