Proven experience as a virtual assistant or administrative assistant
Experience managing social media accounts and creating engaging content
Familiarity with CRM systems and data reporting
Proficiency with Monday.com and newsletter automation tools
Requirements:
Prepare weekly reports and update spreadsheets using CRM data
Manage social media scheduling, captions, resharing, engagement, and content uploads
Research social media trends and suggest relevant video/content ideas
Support internal workflow organization using Monday.com
Job description
• Prepare weekly reports and update spreadsheets using CRM data.
• Send weekly application progress updates to referral partners.
• Complete monthly bank pricing request submissions.
• Assist with monthly client file audits using internal checklists.
• Manage social media scheduling, captions, resharing, engagement, and content uploads.
• Research social media trends and suggest relevant video/content ideas.
• Upload and schedule pre-written newsletters through the marketing platform.
• Support internal workflow organisation using Monday.com.