Kaitlin Hotchkiss

Employer based in · Remote

Hiring talent from: all countries

Executive Assistant (VA1)CRM Management (Lofty)Set up, organize, and maintain the CRM to ensure accurate and up-to-date client data Manage data entry, categorization, and lead status updates Review client interactions and monitor deal progress Handle email communication related to CRM updates and follow-ups Coordinate client appreciation and closing gifts tied to CRM records Email managementFiltering, categorization, and cleanup Responding to emails (as needed) Calendar managementSchedule meetings, send invites, and reminders Answering phone callsBoth personal and business-related Client CareFollow-up, sending thank you cards, gifts, and other reminder emails Manage and organize files (Gsheet & Gdrive or any similar tool) Creating basic reportsWeekly, monthly, and annual reports; deliverables and sales Taking down notes for minutes of meetings Basic bookkeepingConsolidating personal and business receipts Basic Social Media Assistance (as needed)Posting ready-made contents Create posts using Canva Personal errandsPurchasing gifts and groceries online Travel coordinationHotel and flight booking Experience and ProficiencyExcellent English communication skills (written and verbal) Should have administrative experience either from a corporate set-up or as a VA **IMPORTANT Should have graduated from college or have a degree if non-experienced and is coachable, doing the role **IMPORTANT Should have strong CRM management experience, preferably with Lofty Should be proficient in Google Workspace Applications (Calendar, Drive, etc.) Canva experience is a strong plus Real Estate knowledge or experience is a strong plus Personality RequirementsOrganized Proactive Resourceful Detail-Oriented Creative / Innovative Strong Communicator Team-Oriented Engaged Talent Aligned Collaboration HoursMonday to Friday, 8:00 AM to 12:00 PM Alaska Time (20 hours per week)Part-time initially and could grow into full-time in within 90 days Engagement Compensation$4 and up/hr. -** open for a good mix of talentsExperienced Talents, Corporate-experienced, and Diploma/degree holders Engaged Talent CommunicationWork Email Gmail Slack Engaged Talent Commencement DateASAP Final Alignment Session ScheduleFriday, 21st of November at 11:00 AM Alaska Time (2:00 AM CST) Onboarding Call Recording Link Notes: Client is looking for somebody who is proficient is setting up and managing a CRM. Preferably with Lofty Schedule notes: Friday, 21st of November at 11:00 AM Alaska Time (2:00 AM CST)