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Virtual Assistant

📅 Jan 15, 2025
Accounts ReceivableClient OnboardingCRM SystemsClient Communication
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📜 Description

  • Welcome new clients, explain next steps, and collect construction project deposits.
  • Use the custom CRM to manage client information and workflows.
  • Coordinate communication between clients and the team, reporting issues and addressing concerns.
  • Complete daily administrative tasks and maintain an organized workflow.

🛠️ Requirements

  • Manage accounts receivable, including welcoming new clients, explaining next steps, and collecting deposits for construction projects.
  • Utilize a custom CRM system (prior CRM experience is a must).
  • Act as a liaison between clients and the team, promptly reporting any issues and addressing client concerns.
  • Upload necessary documents to city rebate portals accurately and on time.
  • Perform structured daily administrative tasks and maintain an organized workflow.
  • Strong communication skills with the ability to liaise effectively with clients and internal teams.
  • Exceptionally organized, structured, and detail-oriented.
  • Experience with CRM systems.
  • Ability to manage administrative-intensive tasks with precision.
  • Upload required documents to city rebate portals accurately and on time.
Full job description

We are seeking a self-driven and motivated Virtual Assistant to join our clients team. This versatile role requires a dynamic individual who can manage multiple tasks efficiently. The ideal candidate will handle accounts receivable, client onboarding, administrative duties, and ensure seamless client communication.

*Remote: Monday to Friday, 9 AM to 5 PM PST (5 PM to 3 AM SAST).

Requirements

  • Manage accounts receivable, including welcoming new clients, explaining next steps, and collecting deposits for construction projects.
  • Utilize a custom CRM system (prior CRM experience is a must).
  • Act as a liaison between clients and the team, promptly reporting any issues and addressing client concerns.
  • Upload necessary documents to city rebate portals accurately and on time.
  • Perform structured daily administrative tasks and maintain an organized workflow.

Qualifications:

  • Strong communication skills with the ability to liaise effectively with clients and internal teams.
  • Exceptionally organized, structured, and detail-oriented.
  • Experience with CRM systems.
  • Ability to manage administrative-intensive tasks with precision.
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