Job Description:
• Provide comprehensive administrative and coordination support to ensure smooth daily operations for the team.
• Conduct welcome calls with new clients using prepared scripts, ensuring all required details are captured and documented accurately in Salesforce.
• Send documents to clients for review and signature, track completion status, and follow up as needed to ensure timely submission.
• Maintain and update client records and task logs in Salesforce, ensuring all information is current, complete, and compliant with internal guidelines.
• Assist with formatting client documents, organizing digital files, and maintaining clear naming and folder structures across shared drives.
• Track ongoing client processes, flag incomplete or delayed documentation, and communicate status updates to team members via Slack or email.
• Schedule follow-up appointments, reminders, or check-in calls, and coordinate communication between clients and internal departments.
• Perform light data entry and maintain accuracy in digital documentation to support reporting and audit readiness.
• Participate in weekly team meetings via Zoom, share progress updates, and raise any issues or bottlenecks encountered in client processes.
• Support other administrative functions as assigned, ensuring flexibility in assisting with new projects or workflow adjustments.
• Write and send newsletters featuring listings, updates, and team news
• Collaborate with agents to keep marketing aligned with their brand and goals
• Keep websites and online listings up to date
Requirements:
• You have experience in administrative support, client onboarding, or customer service
• You’re bilingual (English and Spanish) and communicate clearly and professionally in both languages
• You’re confident using CRMs (like Salesforce), spreadsheets, and other cloud-based tools
• You’re highly organized and can keep track of multiple clients, tasks, and deadlines with ease
• You’re detail-oriented and take pride in maintaining accuracy and consistency in documentation
• You’re proactive, resourceful, and comfortable following up to keep processes on schedule
• You’re self-managed, reliable, and thrive in a remote work environment
• You’re a team player who values clear communication and keeping operations running smoothly
• You are willing to work in a US time zone schedule.
Benefits:
• We pay you fairly and on time
• We provide prepaid HMO coverage for your peace of mind
• We help you grow with tools, training, and honest feedback
• We celebrate your wins
• And above all, we actually care
Apply Now
Apply Now