CPT-6157 Business Support VA

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CPT-6157 Business Support VA

REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Entry to Advanced Level
MIN. HOURS/WEEK: 20 hours
SHIFT TIME ZONE: EST
SHIFT HOURS: 11 AM to 3 PM
SHIFT DAYS: Monday to Friday
Number of VAs: 1

PREFERENCES
GENDER PREFERENCE: None
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: neutral accent
REGION PREFERENCES: None

Responsibilities:

• Onboarding Assistance:
  • Collaborate with clients during the onboarding process.
  • Ensure that all necessary paperwork is completed accurately and delivered on time.
  • Facilitate a smooth transition for new clients.
• Email Follow-ups:
  • Regularly follow up with clients via email.
  • Confirm meeting schedules and ensure that brokers attend meetings promptly.
  • Maintain clear communication channels with clients.
• Meeting Support:
  • Attend client meetings virtually.
  • Take detailed notes during discussions.
  • Assist brokers by providing relevant information during meetings.
• Borrower Communication:
  • Send out emails to borrowers as needed.
  • Address inquiries, provide updates, and maintain positive relationships with borrowers.
• Travel Arrangements:
  • Coordinate travel logistics for brokers.
  • Arrange flights, accommodations, and other travel-related details.

Applications/Software:

• HoneyBook:
  • Familiarity with HoneyBook, a platform for managing client interactions, contracts, and payments.
  • Ability to navigate and utilize HoneyBook efficiently.
• Other Relevant Software:
  • Proficiency in any other software tools related to administrative tasks, communication, or project management

Client Industry: Business Development

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Various open roles are available
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you
• And more!