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Executive Assistant for a Facilities Services in the US (Home Based Full Time)

Virtual Coworker

Key Facts

Remote From: 
Indiana (USA)
Full time
English

Other Skills

  • •
    Customer Service
  • •
    Spreadsheets
  • •
    Communication
  • •
    Teamwork
  • •
    Time Management
  • •
    Problem Solving

Roles & Responsibilities

  • Experience in administrative support
  • Proficiency in CRM systems, preferably HubSpot
  • Strong communication skills
  • Ability to manage multiple tasks

Requirements:

  • Manage incoming emails and respond to customer enquiries
  • Answer and make customer phone calls
  • Book surveys, installations, and service appointments
  • Prepare quotations using company templates

Job description

• Manage incoming emails and respond to customer enquiries.
• Answer and make customer phone calls.
• Book surveys, installations, and service appointments.
• Prepare quotations using company templates.
• Raise invoices and assist with accounts administration.
• Follow up on outstanding quotations and payments.
• Update and maintain the CRM (HubSpot).
• Manage diaries and engineer schedules.
• Liaise with customers, suppliers, and manufacturers.
• Organise documents, spreadsheets, and business records.
• Provide administrative support to the Managing Director.
• Use AI tools, including ChatGPT, to improve productivity and streamline workflows.
• Identify and implement opportunities to improve systems and processes.
Ready to apply?
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