
Remote Administrative Coordinator
1 day ago
We are seeking a highly organized and adaptable administrative professional to support our bookkeeping and 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.
- 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.
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