Demo

Administrative Assistant for a Marketing Services Business in the US (Home Based Part Time)

Virtual Coworker
SEATTLE, WA Part Time
POSTED ON 1/26/2025
AVAILABLE BEFORE 3/25/2025
  • 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


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