What are the responsibilities and job description for the Administrative Assistant for a Marketing Services Business in the US (Home Based Part Time) position at Virtual Coworker?
- Confirm and/or adjust simple systems to ensure smooth workflow
- Manage admin tasks using Honeybook CRM:
- Build and manage client profiles (32-48 clients per month)
- Download leads from spreadsheets for client management
- Track prospect emails and monitor sales or fulfillment status
- Schedule and send reminders for upcoming mailers to customers
- Issue invoices to clients and track payments
- Act as intermediary between vendors (designer, printer, fulfillment firm) and clients to obtain approval for ad & logo designs, content, spelling, pictures, and contact information
- Include a disclaimer in final approval emails, stating that clients are responsible for final approval
- Generate and submit general reports as required by Honeybook
- Send follow-up congratulatory emails to clients once their postcards are mailed
- Build and manage client profiles (32-48 clients per month)