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Posted about 2 years ago
Responsibilities & more
🔵 Requirements:
◽ Experience with administrative assistance, document, email and appointment management.
◽ Knowledge of data entry and CRM (Customer relationship management) knowledge.
◽ Familiarity with standard operating procedures and call monitoring.
🔵 Responsibilities:
1️⃣ Manage CRM & data entry:
- Convert files into digital format in Excel sheets.
- Help the company organize, clean, update, and maintain the client database.
- Maintain all communication and client data up-to-date.
- Add new clients & update existing ones in the CRM system.
- Repetitive data entry (entering online payments, uploading invoices received from vendors, entering client’s information and more).
2️⃣ Administrative tasks:
- Create, organize, update, and share documents and spreadsheets to facilitate communication and data analysis within the team.
- Manage online documents, including editing/labeling documents correctly as needed, changing document names, and update spreadsheet data.
- Improve and organize the document's library, which includes a variety of documents, questionnaires, templates, etc.
- Help the company develop, create, and document the company’s SOPs (standard operating procedures).
- Personal Email management including reviewing, editing, archiving/labeling, prioritizing, etc.
- Prioritize and respond to emails, set up email filtering, and delete spam or unimportant emails.
- Pre-screen new potential clients and make sure they’re the right fit to be clients.
- Provide the owner with specific information about prospects/potential clients for review.
- Coordinate with multiple people by making calls and handling email.
- Help the Owner/Founder with various business-related tasks he/she is normally directly responsible for.
- Keep all company information secure and 100% private.
- Generate reports related to given/provided data.
3️⃣ Calendar management & appointment setting:
- Help the owner of the company manage his/her email and business calendar.
- Set up automatic bookings online, and share booking links with clients as needed.
- Schedule appointments for the lead or customer and team members, ensuring that all necessary participants are available.
- Maintain and update calendars for individuals or groups, making sure all events, meetings, and appointments are accurately recorded.
- Send out reminders to participants about upcoming appointments or events.
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