Adminstrative Assistant

Profile

We are looking for a proactive and customer-focused Administrative Assistant to join our team. In this role, you will play a key part in managing customer relationships, enhancing satisfaction, and supporting the effective implementation and use of our products or services. You will work closely with internal teams to address customer needs and ensure a smooth and positive customer experience.

Customer Support

• Serve as the first point of contact for customer inquiries via email, phone, or chat.
• Provide assistance with onboarding new customers, guiding them through the setup process.
• Address customer concerns and resolve issues in a timely and professional manner.
  
  

Account Management

• Monitor customer accounts to ensure they are achieving success with our products or services.
• Conduct regular follow-ups to gather feedback and identify opportunities for improvement.
• Assist with renewals, upsells, and cross-sell opportunities by identifying customer needs.
  
  

Documentation & Reporting

• Maintain accurate records of customer interactions in the CRM system.
• Prepare reports on customer satisfaction, usage trends, and key performance metrics
• Document FAQs, tutorials, and other resources to enhance the customer experience.
• Note-Taking: Documenting key points during meetings and discussions for reference and follow-up.
• Coordination Between Operations and Financial Advisors: Acting as a liaison to streamline communication and workflows.
• CRM Management: Maintaining and updating client relationship management systems (excluding Salesforce).
• Calendar Management: Organizing and scheduling appointments, meetings, and deadlines.
• Task Management and Delegation: Assigning and monitoring tasks to ensure timely completion and accountability.
  
  

Collaboration & Communication

• Work closely with the sales, marketing, and technical teams to ensure customer satisfaction.
• Communicate customer feedback to relevant departments for product or service enhancements.
• Assist in the development and execution of customer success strategies.
• 1-3 years of experience
• Strong interpersonal and communication skills, both written and verbal.
• Proficiency in using CRM tools (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Problem-solving skills with a customer-focused attitude.
• Ability to work collaboratively in a team-oriented environment
• Strong organizational skills
• Excellent handwriting
• Proficient in Microsoft Office, with a focus on its importance in daily tasks
• Advanced Excel skills are highly desirable
• Medical, Dental, Vision Insurance
• 401k plan
• Paid Time Off
• Remote Working Days
• Paid Holidays
  
  

Compensation: From $42,000 to $55,000 per year