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CPT-7944 Executive Assistant VA
REQUIRED SERVICE: Business Support
REQUESTED EXPERIENCE TIER LEVEL: Junior Level
MIN. HOURS/WEEK: 20 hours/week
SHIFT TIME ZONE: EST
SHIFT HOURS: 11:30 AM - 3:30 PM EST
SHIFT DAYS: Monday-Friday
Number of VAs: 1
GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English (Fluent)
ACCENT PREFERENCE: Neutral (Natural)
REGION PREFERENCES: N/A
RESPONSIBILITIES:
- Manage and organize company documents, records, and files.
- Assist in the preparation of reports, presentations, and correspondence.
- Handle office supplies and inventory management.
- Answer and direct phone calls to the appropriate departments.
- Make outbound calls to clients and stakeholders as needed.
- Provide exceptional customer service over the phone.
- Schedule and coordinate meetings, appointments, and events.
- Maintain and update calendars for team members and executives.
- Ensure timely reminders and follow-up for scheduled activities.
- Draft and send follow-up emails to clients and stakeholders.
- Maintain an organized email inbox and respond promptly to inquiries.
- Track and manage email communications for projects and tasks.
- Assist in the onboarding process for new clients.
- Prepare and provide necessary documentation and information to clients.
- Ensure a smooth transition and positive experience for new clients.
- Conduct research to identify potential leads and opportunities.
- Develop and maintain a lead database.
Administrative Tasks:
Inbound/Outbound Calls:
Scheduling:
Follow-Up Emails:
Client On-boarding:
Lead Generation:
QUALIFICATIONS:
- Excellent organizational and multitasking skills.
- Strong communication and interpersonal abilities.
- Experience in administrative roles is preferred.
- Ability to work independently and as part of a team.
- Candidates must have a strong understanding, experience, and skill set with MailChimp, canva and honeybook.
- Need someone with strong experience who can create SOP, welcome letters, onboarding packages, and automation.
- This person should not be afraid to make suggestions and be creative in helping scale business for growth.
APPLICATION SOFTWARE KNOWLEDGEABLE/REQUIRED:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Experience with customer relationship management (CRM) software (e.g., Salesforce, HubSpot).
- Familiarity with project management tools (e.g., Asana, Trello, Slack).
CLIENT INDUSTRY: Financial and Real Estate
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!