
Administrative Operations Specialist
7 days ago
We are seeking a proactive, tech-savvy executive assistant to streamline both administrative operations and web/CRM functionality. This role requires a self-starter who thrives on autonomy and can effectively collaborate with team members while handling multiple tools and systems.
Key Responsibilities:- Build and customize WordPress forms and layouts
- Customize and manage Salesforce CRM workflows and dashboards
- Assist in client follow-ups, email communications, and scheduling meetings
- Generate and manage invoices, receipts, and basic bookkeeping entries
- Coordinate between departments for task updates and completion
- Identify and suggest automation opportunities using tools like Make.com or Zapier
- Maintain data accuracy across systems and support data migration projects
- Proven experience in WordPress website management and customization
- Advanced knowledge of Salesforce (or similar CRM platforms like Pipedrive)
- Familiarity with Make.com or Zapier is a strong advantage
- At least 2 years' experience in executive or virtual assistance
- Excellent communication skills—both written and verbal
- Strong time management and ability to work independently
- Ability to handle sensitive data with confidentiality and discretion
The ideal candidate will have excellent communication skills, strong time management abilities, and the capacity to handle sensitive data with discretion. They should be proficient in WordPress, Salesforce, and Google Workspace, with a proven track record of streamlining administrative operations and web/CRM functionality.
Responsibilities Breakdown:
- WordPress Website Management
- Salesforce CRM Administration
- Client Follow-Ups and Communications
- Bookkeeping and Invoicing
- Departmental Coordination
- Automation Opportunities Identification
- Data Migration Support
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