Experienced and Outgoing Admin Professional
Budget: $25 – $35 USD
Vigor Financial is was established 15 months ago and we provide fractional CFO services to dental groups across the country. I am looking for an experienced admin professional to help keep me organized and priorities aligned with client needs and expectations.
Responsibilities
• Review emails, calendar and other communications and keep task list and priorities organized via Asana
• Respond to emails, phone calls and texts
• Schedule meetings and manage calendar efficiently
• Manage travel plans
• Perform online research and communicate details efficiently to manager
• Take notes and transcribe meetings and create actional follow up items with defined timelines
• Create digital packages of client materials
• Data entry as needed
• Provide customer service as first point of contact
Requirements and skills
• Highly organized multi-tasker with ability to work on multiple projects/priorities at one time
• Ability to work self directed after appropriate training and onboarding
• Excellent time management skills
• Comfortable working with confidential information and operating under Non Disclosure Agreements
• Familiarity with current technologies, cloud services, GSuite, Office 365, Asana and QuickBooks Online
• Proficient with Microsoft Excel and word-processing software
• Knowledge of online calendars and scheduling (e.g. Google Calendar)
• Excellent phone, email and instant messaging communication skills
• Excellent time management skills
• Solid organizational skills
• Ideal candidate will have college education or equivalent experience
• Banking, bookkeeping, accounting or other financial experience is a plus
• Proven experience as a Virtual Assistant or relevant role is a plus, but not necessary depending on experience
Responsibilities
• Review emails, calendar and other communications and keep task list and priorities organized via Asana
• Respond to emails, phone calls and texts
• Schedule meetings and manage calendar efficiently
• Manage travel plans
• Perform online research and communicate details efficiently to manager
• Take notes and transcribe meetings and create actional follow up items with defined timelines
• Create digital packages of client materials
• Data entry as needed
• Provide customer service as first point of contact
Requirements and skills
• Highly organized multi-tasker with ability to work on multiple projects/priorities at one time
• Ability to work self directed after appropriate training and onboarding
• Excellent time management skills
• Comfortable working with confidential information and operating under Non Disclosure Agreements
• Familiarity with current technologies, cloud services, GSuite, Office 365, Asana and QuickBooks Online
• Proficient with Microsoft Excel and word-processing software
• Knowledge of online calendars and scheduling (e.g. Google Calendar)
• Excellent phone, email and instant messaging communication skills
• Excellent time management skills
• Solid organizational skills
• Ideal candidate will have college education or equivalent experience
• Banking, bookkeeping, accounting or other financial experience is a plus
• Proven experience as a Virtual Assistant or relevant role is a plus, but not necessary depending on experience