Design and develop engaging marketing materials, both physical and digital, that align with brand guidelines. Customize templates by incorporating client logos and designs to create polished, professional outputs. Create compelling graphics for various platforms, including social media, websites, and print, to support marketing campaigns and branding efforts.
Make outbound calls to businesses to introduce the insurance agency and its services. Qualify prospects based on their needs and interest in obtaining an insurance quote. Follow up with interested prospects to gather required information for quoting purposes. Maintain a high level of professionalism and customer service during all calls. Collaborate with the agency team to ensure prospects receive accurate and timely quotes. Meet or exceed call a...
Process accounts receivable and payable transactions. Make client collection calls. Resolve billing discrepancies. Maintain accurate financial records. Perform other accounting tasks as needed.
Provide executive-level administrative support, including calendar management, email correspondence, and travel arrangements. Coordinate meetings, prepare agendas, and take detailed meeting notes. Manage bookkeeping tasks, including transactions, bank reconciliations, and financial reporting. Organize and maintain digital records and files. Conduct research, compile data, and prepare reports as needed.
Social Media Management: . Schedule and publish posts using Publer for platforms such as Instagram, YouTube, TikTok, and BlueSky. Light graphic design using Canva (e.g., updating templates, adding text/graphics). Write and optimize captions and hashtags for posts. Upload and organize social media content, including video clips and cutdowns. Administrative Support: . Assist with scheduling, meeting notes, and task organization. Reply to and manage...
Organize and manage festival sponsors, ensuring all details are tracked effectively. Utilize Google Sheets to monitor festival-related activities and maintain accurate records. Maintain a Google Doc with comprehensive information on each sponsor. Assist in document preparation, editing, and formatting as needed. Facilitate communication through email, chat, and virtual meetings, ensuring timely responses to inquiries. Use Calendly for scheduling ...
Content Assembly. Locate, compile, and structure content from various sources (transcripts, notes, etc.) to create cohesive digital products. Content Refinement. Use tools like ChatGPT to polish and improve language, ensuring clarity and professionalism. Collaboration. Work with a graphic designer to finalize products without needing direct graphic design skills. Platform Familiarity. Assist with publishing content on platforms like Shopify after...
Accounts Payable. Charge expenses to accounts and cost centers. Control petty cash spending. Verify vendor accounts and ensure timely payments. Resolve purchase orders, invoices, or payment discrepancies. Issue purchase order amendments and stop payments. Monitor payroll expense claims, including salary advances and overtime payments. Reconcile account transactions with the general ledger. Perform recordkeeping and prepare financial reports. Stay...
Respond to customer inquiries via phone, voice calls, emails, and social media platforms. Use computer-based online registration software to assist customers with tasks such as refunds, product changes, and other account-related issues. Facilitate team-rostering and manage other online administrative tasks as needed.
Calendar Management. Email -Administrate Contracts (for coaching client). Scheduling. Sending emails regarding billing. Additional tasks based on skillsets (optional based on must haves).
Assist in the administration and maintenance of client infrastructures. Configure, manage, and troubleshoot firewalls and networking devices. Support Active Directory operations, including user and group management. Work with Microsoft 365 applications to ensure seamless service to our clients. Collaborate with team members to address client needs, prioritizing reliability and security. Contribute to refining processes for greater efficiency and ...
