Executive Support Coordinator (ZR_20062_JOB)
Salary undisclosed
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This is a remote position.
Job Highlights
Contract: Independent Contractor
Work Schedule: Monday-Friday 9:00am-1:00pm ET
Key Responsibilities
Daily Tasks
Independent Contractor Perks:
ZR_20062_JOB
Job Highlights
Contract: Independent Contractor
Work Schedule: Monday-Friday 9:00am-1:00pm ET
Key Responsibilities
Daily Tasks
- Calendar & Scheduling Management
- Schedule meetings and ensure accuracy of details (attendees, purpose, location, Zoom link).
- Add travel time before/after in-person meetings and prep time for key events.
- Hold/reschedule dates as needed and remove unnecessary holds weekly.
- Send reminder emails with preparation instructions.
- Update and maintain Acuity scheduling links with automated responses.
- CRM Management
- Add new contacts and update statuses (Prospect, Lead, Client, Past Client).
- Maintain accurate deal and client pipeline information.
- General Administration
- Update weekly meeting agenda and track action items.
- Record and confirm priorities (e.g., contracts, invoices, scheduling).
- Maintain surveys, intake forms, and digital file organization.
- Process Optimization & Tech Integration
- Develop SOPs and automate workflows to improve efficiency.
- Integrate and optimize technology solutions to streamline business processes.
- Metrics Dashboard
- Create and maintain a dashboard tracking key business metrics.
- Assist with lead generation, email campaigns, and funnel creation.
- Create and maintain newsletters using templates, copy, and images provided. No content creation required.
- Verify the functionality of all e-newsletter links before sending.
- Podcast Support
- Monitor podcast episodes and track guest progress from interview to launch.
- Create guest graphics and assets in Podsqueeze.
- Upload episodes to Captivate and send assets to guests.
- Financial Management
- Monitor and reconcile bank feeds for accurate expense tracking.
- Website Maintenance
- Check and ensure all website links are functional.
- Develop and execute monthly website maintenance tasks.
- Contracts & Invoicing
- Send contracts and invoices for coaching, speaking, and team-building services.
- Ensure vendor documentation is collected and filed (W-9, EIN).
- Monitor and follow up on outstanding invoices.
- Follow-Up Protocols
- Track client responses and follow up on pending actions.
- Ensure unsigned contracts receive timely reminders.
- Tech Troubleshooting & Process Optimization
- Assist with resolving tech issues.
- Continuously explore ways to improve workflows and optimize business operations.
- Highly Organized & Detail-Oriented – Ensures accuracy and keeps tasks on track.
- Tech-Savvy – Comfortable using CRM systems, bookkeeping software, scheduling platforms, and automation tools or can learn easily.
- Strong Communicator & Problem-Solver – Clear in both written and verbal communication, able to anticipate issues and propose solutions.
- Proactive & Confident – Comfortable asking questions, making recommendations, and providing feedback.
- Time Management Expert – Meets deadlines and prioritizes tasks effectively.
- Adaptable & Self-Sufficient – Works independently and navigates changing priorities with ease.
- Prior experience in executive assistance, virtual assistance, or administrative support.
- Familiarity with CRM systems, scheduling platforms, and digital marketing tools.
- Experience in bookkeeping or financial tracking.
Independent Contractor Perks:
- Permanent work from home
- Immediate hiring
- Steady freelance job
ZR_20062_JOB