Executive Assistant
Employer based in · Remote
Hiring talent from: all countries
Executive Assistant (VA1)Application & Document WorkflowReview incoming insurance applications for errors or missing info Edit and correct forms as needed Scan and save finalized documents to Dropbox Maintain an organized digital filing system for submissions Form & Tech SupportHelp build or improve client-facing forms (e.g., using JotForm) Assist with editing and formatting PDFs (Adobe or similar) Simplify form workflows Client List OrganizationSegment client lists into categories:High-profile clients Clients grouped by trainer or barn Past clients Maintain updated records in OneDrive or preferred system General Admin SupportHelp reduce time spent on repetitive tasks Provide input on organizing Marcellas current systems Assist with renewals prep (once trust is built) Experience and ProficiencyExcellent English communication skills (written and verbal) Should have admin back-end support 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 data entry and file management skills **IMPORTANT Having experience working in cloud storage tools, preferably Dropbox, OneDrive, or similar tools, is a huge plus Having experience in organizing client lists and segmenting data is a huge plus Having experience in editing and formatting files into PDF using Adobe or similar tools is a huge plus Personality RequirementsOrganized Detail-oriented Proactive Resourceful Personable Self-starter Engaged Talent Aligned Collaboration HoursMonday to Friday, 9:00 AM to 1:00 PM CST Engagement Compensation$3 and up/hr. -** open for a good mix of talents (20 hours per week)Experienced Talents, Corporate-experienced, and Diploma/degree holders Part-time to start and could grow into a full-time role based on performance Engaged Talent CommunicationWork Email WhatsApp Engaged Talent Commencement DateASAP Final Alignment Session ScheduleFriday, 28th of November at 9:00 AM CST Onboarding Call Recording Link Schedule notes: • Friday, 28th of November at 9:00 AM CST
What you'll do
Required
Nice to have
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