Previous experience as a Virtual Assistant or in a similar administrative role., Strong organizational skills with the ability to manage multiple tasks and deadlines., Excellent written and verbal communication skills., Proficiency in scheduling tools and CRM software..
Key responsabilities:
Manage client onboarding and maintain accurate information in the client portal.
Schedule and update the Owner's calendar, ensuring potential clients are booked for consultations.
Organize emails, files, and important documents for easy access.
Communicate with clients regarding appointments, deadlines, and required documents.
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Schedule: Monday to Friday at 8:00 AM to 5:00 PM Lewisburg, TN Time (8 hours per day, 40 hours per week, with 1 hour unpaid lunch break)
Job Overview:
The Virtual Assistant will play a critical role in supporting the Owner and team by managing client onboarding, scheduling, social media updates, and administrative tasks. The ideal candidate is tech-savvy, detail-oriented, and able to handle multiple responsibilities in a fast-paced environment.
Key Responsibilities:
Client Onboarding & Portal Management
• Add new and existing clients to the client portal and ensure accurate information is maintained.
• Assist in onboarding new clients based on information from the sales team.
• Follow up on incomplete client information and assist in document collection.
Scheduling
• Manage and update the Owner’s ever-changing schedule.
• Review sales channels and ensure potential clients are scheduled for consultations.
• Follow up with leads and potential clients to confirm and remind them of upcoming meetings.
Administrative Support
• Organize emails, files, and important documents for easy access.
• Communicate with clients regarding appointments, deadlines, and required documents.
• Assist with other administrative duties as needed to support business operations.
Requirements
Qualifications & Skills:
• Previous experience as a Virtual Assistant, or in a similar administrative role.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• Proficiency in scheduling tools, CRM software.
• High level of professionalism, discretion, and ability to work independently.
Independent Contractor Perks
HMO Coverage for eligible locations
Permanent work from home
Immediate hiring
Steady freelance job
ZR_20682_JOB
Required profile
Experience
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.