Administrative Support Professional
2 days ago
Administrative Support Professional
We are seeking a highly organized and adaptable Administrative Support Professional to support our bookkeeping and administrative operations. The ideal candidate will be comfortable navigating a variety of tasks, from social media management to client communication and project coordination.
This role offers a blend of administrative and client-facing responsibilities, with opportunities to grow as our business expands.
Responsibilities:
Administrative Support:
- Input client information into our CRM system.
- Manage email communication, including drafting and sending follow-ups and scheduling discovery calls.
- Assist in drafting scopes of work and other client documentation.
- Implement and manage task and project management software (e.g., Asana), including importing templates and organizing tasks.
Client Communication:
- Answer inbound calls via our online CRM system and respond to text messages integrated with our CRM.
- Navigate client inquiries related to tax preparation services and facilitate next steps.
- Transfer bookkeeping or tax planning leads to appropriate team members for further nurturing and follow-up.
- Provide exceptional customer service, ensuring all client interactions are professional and courteous.
Social Media Management:
- Use pre-designed templates to post content on social media platforms daily.
- Respond to messages and comments on social media, ensuring timely and accurate engagement.
Project Implementation:
- Complete online training courses for project management software (e.g., Asana) and implement processes based on the training.
- Organize internal operations and create streamlined workflows for recurring tasks.
Requirements:
- Fluent in English.
- 5+ years proven experience in administrative roles, preferably in a virtual or remote capacity.
- 1+ years experience in bookkeeping or accounting, or a strong interest in learning.
- Familiarity with tools such as Asana, Keeper, and TaxDome (preferred but not required; training will be provided).
- Strong organizational and multitasking skills with a high level of attention to detail.
- Excellent communication and interpersonal skills.
- Ability to manage and prioritize multiple tasks effectively.
- Self-starter who can work independently with minimal supervision.
- Knowledge of Microsoft Outlook and CRM systems.
- Availability to work U.S. business hours (9 AM – 5 PM CST)
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