Administrative Assistant - Strong Client Service Support

The Operations & Client Success Assistant will be involved with all aspects of a fast-paced and busy career coaching and resume writing business while serving as a right-hand partner to the owner. The Operations & Client Service Assistant will be proactive in servicing clients in a timely manner while working collaboratively with other coaches and writers.

Though you will be able to handle projects on your own time, you must be able to respond to client inquiries and answer phone calls during the business hours of 9am - 3pm EST, Monday-Friday.

You have these qualities:
1. You are a positive person, loyal and committed to our purpose.
2. You are detail-oriented, likable and can easily communicate with high-level clients.
3. You have a reliable phone, internet access and are tech-savvy.
4. You are confidential, respect privacy and have the highest integrity.
5. You are looking for a long-term commitment and willing to get through slow patches by being resourceful to the needs of the business.
6. You are committed to your own personal and professional growth.
7. Are available for 30+ hours per week with the potential to expand and grow to full-time with our team.

Knowledge using:
RingCentral phone system
VCita CRM
Slack
Jotform
Monday.com

Duties include but not limited to:
- Manage client correspondence/inquiries submitted through email and phone
- Scheduling appointments
- Updating Word documents and creating PDFs
- Sending/receiving files and agreements for clients
- Following up on estimates, invoice and client worksheets weekly.
- Updating client records in vCita and Monday.com
- Facilitating document revision process by working with writers and other team members