General VA (CS & Admin)
Job Description
We are seeking a General Virtual Assistant to join our client’s business. As a General VA, you will be responsible for various administrative tasks and providing support across different areas of the business.
Responsibilities
- CRM Updating:
- Transferring client review notes to Salesforce.
- Adding attachments to Salesforce.
- Document Generation:
- Generating client Review Letters using internal templates and systems.
- Pre-populating letters with relevant information from client review notes.
- Personalizing specific elements of the letters using the same notes as above.
- Document Processing:
- Receiving documents from clients.
- Creating corresponding letters using templates.
- Forwarding both documents to product providers.
- Chasing:
- Calling and following up with product providers via email and telephone.
- Obtaining updates on the status of certain business.
- Miscellaneous:
- Conducting mail merges.
- Utilizing Docusign for document signing.
- Managing Admin Link, an internal ticketing system.
Requirements
- Proficiency in CRM software.
- Experience with cold calling and email management.
- Familiarity with Salesforce is a plus.
- Strong attention to detail and organizational skills.
How to Apply
If you are interested in this position, please submit your resume and a link to your portfolio. We are an equal opportunity employer and welcome all qualified candidates to apply.