What are the responsibilities and job description for the Administrative Assistant position at Up Advisors Limited Liability Company?
Overview
We are seeking a highly motivated and detail-oriented Administrative Assistant who is passionate about helping others to join our team. This role is essential to supporting our daily work and ensuring our consultants can focus on creating great results and exceptional experiences for our clients . The ideal candidate will possess strong organizational skills, be proficient in various software applications, and have excellent communication abilities.
Responsibilities
- Provide administrative support to the owner and other consultants
- Perform data entry tasks accurately and efficiently.
- Maintain organized electronic filing systems for easy retrieval of documents.
- Assist with bookkeeping tasks using Zoho Books and other software.
- Utilize Google Suite and other office applications for document creation and management.
- Coordinate meetings, appointments, and travel arrangements as needed.
- Create prospective client proposals and save signed proposals.
- Enter new clients as accounts in Zoho and set up new client engagement documents in Google sheets.
- Capture post call action items on all calls completed during the day.
- Complete client focused projects as assigned
- Review email throughout the day, flag key emails for owner and move emails to folders as needed
- Monitor and follow up on sent emails/waiting for emails to ensure required information is received
- Clean up Deep Dive notes and prepare additional questions to be sent out to clients.
- Schedule client calls and networking one on one meetings via email and text
- Capture client work time in Clockify and Zoom, prepare our time tracking spreadsheets and complete weekly invoicing and payment processing
- Categorize transactions and reconcile credit card payments to invoices in Zoho.
- Enter all new prospects, network contacts and others in in Zoho and ICloud.
- Connect with all new prospects, clients and contacts on Facebook, Instagram, LinkedIn and Alignable
- Coordinate with our video editor, review and share results from our social media posts.
- Execute our LinkedIn outreach strategy and coordinate our paid ads outreach
- Support team members with various projects and tasks as assigned.
- Complete all other assigned tasks
Qualifications
- Strong desire to support others and empower their work is required
- Proven experience as an Administrative Assistant or in a similar role is preferred.
- Strong computer literacy, including proficiency in Microsoft Office Suite and Google Suite.
- principles and technology is a plus.
- Excellent clerical skills with attention to detail.
- Ability to communicate effectively both verbally and in writing
- Experience with data entry is essential
- Strong organizational skills with the ability to multitask effectively in a fast-paced environment.
- A proactive approach to problem-solving with strong decision-making capabilities.
Job Types: Full-time, Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 20 – 30 per week
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- High school or equivalent (Required)
Location:
- Meridian, ID (Preferred)
Work Location: Remote
Salary : $20 - $25