Job Description
Organizational SkillsMS OfficeCRMSalesforceGoogle suiteOnline calendars
Description
Position: General Virtual Assistant
Number of hours: 5 hours/week
Schedule: TBA
Tasks required:
- Maintain and coordinate monthly calendars, ensuring effective time management and scheduling of meetings, appointments, and travel arrangements
- Manage emails and phone calls as assigned by the client
- Upload, organize, and update leads or other data into Salesforce
- Manage configuration of Salesforce features including user management, custom fields/objects, page layouts, workflow, and validation rules
- Assist in preparing meeting agendas, taking meeting minutes, and ensuring timely distribution of materials to participants
- Handle sensitive and confidential information with the utmost discretion and professionalism
- Collaborate effectively with other team members and departments to ensure seamless workflow and the achievement of organizational goals
- Set up and send out monthly newsletters and monitor the open rates, unsubscribes, and other established KPI’s
- Basic social media management including, but not limited to, social media posting, digital marketing management
- Provide excellent customer service to clients and stakeholders
- Conduct data entry tasks accurately and efficiently
- Assist in social media management, including content creation and scheduling
- Support graphic design efforts for promotional materials and presentations
- Participate in recruitment processes, including candidate screening and interview coordination
- Other ad hoc tasks that would be assigned
Requirements
- Proven work experience as a General Virtual Assistant or a relevant role
- Familiarity with current technologies, like desktop sharing, cloud services and VoIP (GSuite, Zoom, Slack, Asana, Notion, etc.)
- Working experience with Salesforce CRM and data management is required
- Strong proficiency in office software and communication tools
- Knowledge of online calendars and scheduling (ex. Calendly, Google Calendar)
- Excellent verbal and written English communication skills
- Discretion and the ability to handle confidential information
- Excellent phone, email and instant messaging communication skills
- Highly organized and detail-oriented; able to efficiently prioritize multiple tasks
- Adaptability and a proactive mindset
- Ability to work independently and in a team-oriented environment
- Self-disciplined and organized; able to consistently perform with limited supervision