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Virtual Assistant

VirtuHire

Role overview

Qualifications

  • Experience with CRM systems; ability to manage CRM tasks and maintain accurate client records.
  • Strong communication skills to liaise effectively with clients and internal teams; highly organized and detail-oriented.
  • Experience managing accounts receivable, client onboarding, and handling deposits for construction projects.
  • Ability to perform structured daily administrative tasks; maintain organized workflows; upload documents to city rebate portals accurately and on time.

Responsibilities

  • Manage accounts receivable, including onboarding new clients, explaining next steps, and collecting deposits for construction projects.
  • Utilize and maintain a custom CRM system to manage client records and communications.
  • Act as liaison between clients and internal teams, promptly reporting issues and addressing client concerns.
  • Perform daily administrative tasks and ensure organized workflows, including timely uploads to city rebate portals.

About the company

VirtuHire logo

VirtuHire

Staffing & Recruiting

Unknown

Company details

IndustryStaffing & Recruiting
Company sizeUnknown

Links

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Job description

We are seeking a self-driven and motivated Virtual Assistant to join our clients team. This versatile role requires a dynamic individual who can manage multiple tasks efficiently. The ideal candidate will handle accounts receivable, client onboarding, administrative duties, and ensure seamless client communication.

*Remote: Monday to Friday, 9 AM to 5 PM PST (5 PM to 3 AM SAST).

Requirements

  • Manage accounts receivable, including welcoming new clients, explaining next steps, and collecting deposits for construction projects.
  • Utilize a custom CRM system (prior CRM experience is a must).
  • Act as a liaison between clients and the team, promptly reporting any issues and addressing client concerns.
  • Upload necessary documents to city rebate portals accurately and on time.
  • Perform structured daily administrative tasks and maintain an organized workflow.

Qualifications:

  • Strong communication skills with the ability to liaise effectively with clients and internal teams.
  • Exceptionally organized, structured, and detail-oriented.
  • Experience with CRM systems.
  • Ability to manage administrative-intensive tasks with precision.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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