Administrative Assistant
Job Description
REQUIREMENTS
- Extremely organized and detail-oriented
- Strong communicator (written and verbal)
- Comfortable managing multiple tasks at once
- Tech-savvy and quick to learn new systems
- Responsive and proactive
- Able to handle fast-paced, same-day requests and shifting priorities
- Able to respond to time-sensitive needs such as scheduling changes, proposals, and team updates
RESPONSIBILITIES
Client & CRM Management
Tools: Dubsado, Google Drive, Apple Shared Notes
- Schedule consultations and ensure consultation invoices are paid
- Collect and update client information
- Maintain accurate and up-to-date client records in Dubsado
- Upload and organize project prep forms
- Maintain detailed shared client notes
- Ensure Google Drive folders are complete and organized
- Keep CRM dates accurate (consults, installs, refreshes)
Proposals & Booking
- Draft proposals using templates
- Send proposals after approval
- Track follow-ups and booking status
- Answer basic client questions
- Document project scope and key details
Scheduling & Team Coordination
Tools: When I Work
- Create and manage job sites (client name + address)
- Schedule jobs and assign team members
- Update schedules based on changes
- Manage team availability/unavailability
- Coordinate last-minute scheduling needs
- Ensure team has accurate project details
Daily Team Support
Tools: Voxer, When I Work, Gusto
- Serve as the first line of response for team communication via Voxer
- Answer team questions related to:
- Scheduling
- Client details
- Time tracking
- General processes
- Escalate complex issues to leadership when needed
Client Communication
- Respond to client inquiries
- Follow up with leads via text or email
- Coordinate scheduling changes
- Request testimonials
- Schedule refresh sessions
Marketing Support (Execution)
- Upload portfolio photos to the website
- Add new project images
- Link press features/articles
- Update website content as directed
Administrative Support
- Create and track gift cards
- Handle donation requests
- Maintain and organize Google Drive folders
- Prepare project wrap-up communications
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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