Administrative Assistant - (ZR_20082_JOB)
Salary undisclosed
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This is a remote position.
20 hours a week
Mon - Fri 12 PM- 4 PM Florida time
Job Description
We’re seeking a detail-oriented and tech-savvy Administrative Assistant to become the backbone of our operations. In this role, you’ll manage crucial day-to-day tasks that keep our business running smoothly, working directly with the business owner. You’ll have the opportunity to work with cutting-edge CRM systems, handle important client communications, and play a key role in optimizing our business processes. This position offers excellent potential for professional development and increased responsibilities over time, with the possibility of transitioning to full-time as our business grows. If you’re excited about contributing to a business in its growth phase and want to make a real impact, this role is perfect for you.
Responsibilities
20 hours a week
Mon - Fri 12 PM- 4 PM Florida time
Job Description
We’re seeking a detail-oriented and tech-savvy Administrative Assistant to become the backbone of our operations. In this role, you’ll manage crucial day-to-day tasks that keep our business running smoothly, working directly with the business owner. You’ll have the opportunity to work with cutting-edge CRM systems, handle important client communications, and play a key role in optimizing our business processes. This position offers excellent potential for professional development and increased responsibilities over time, with the possibility of transitioning to full-time as our business grows. If you’re excited about contributing to a business in its growth phase and want to make a real impact, this role is perfect for you.
Responsibilities
- Manage and update client information in our Agency Block CRM system, ensuring data accuracy and timeliness
- Perform data entry and spreadsheet manipulation, including uploading new lead information and tracking commissions
- Set up and maintain the company’s Google Calendar, integrating it seamlessly with email and CRM systems
- Execute daily follow-up tasks, including sending personalized emails and text messages to clients
- Assist in creating engaging content for our social media platforms, helping to boost our online presence
- Efficiently manage and organize incoming leads, ensuring no opportunity is missed
- Coordinate and schedule appointments, optimizing the business owner’s time
- Handle general administrative duties, adapting to the evolving needs of a growing business
- Proficiency in CRM systems, with experience in Agency Block being a plus
- Strong skills in spreadsheet software (Excel, Google Sheets) for data manipulation and analysis
- Excellent written and verbal communication skills in English, with the ability to craft professional client correspondence
- Demonstrated ability to manage multiple tasks and prioritize effectively in a fast-paced environment
- Basic understanding of social media platforms and content creation strategies
- Familiarity with Google Workspace (Gmail, Google Calendar, Google Docs) for seamless collaboration
- Strong attention to detail and exceptional organizational skills
- Self-motivated with the ability to work independently and proactively identify areas for improvement
- Flexibility to potentially transition to full-time hours as the business grows
- Enthusiasm for learning and adapting to new technologies and processes
- Experience in the financial services or insurance industry is a plus, but not required
- Permanent work from home
- Immediate hiring
- Steady freelance job