Business Operations Assistant
2 days ago
Establish a strong administrative foundation with our team as an Executive Assistant.
">Support bookkeeping and administrative operations in a fast-paced virtual environment.
Provide exceptional customer service, ensuring all client interactions are professional and courteous.
">Responsibilities:">- 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.
">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. Bonus if you have a degree in Accounting.
">- 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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