TASKS: Transcription Preparing paperwork Scheduling of consultations with clients Preparing and emailing weekly reports Updating virtual files Build an ongoing task list Managing social media accounts Admin tasks GENERAL REQUIREMENTS: Good command of the English...

RESPONSIBILITIES: Manage leads and the CRM. Report issues with CRM by calling the hotline. Answer CRM-related questions from agents and provide training if needed. Service inbound leads from sign calls and online sources and determine...

RESPONSIBILITIES: Set up and maintain clients’ Chart of Accounts (COA). Perform data entry for revenues, expenses, liabilities, and assets. Conduct daily bookkeeping reviews for accuracy and completeness. Complete monthly bank reconciliations and month-end closings. Reconcile...

RESPONSIBILITIES: Call the maximum number of leads/prospects to schedule appointments with clients. Conduct lead follow-ups and nurtures until appointments are set. Respond to inbound calls, text messages, and emails from prospects. Follow scripts to deliver...

RESPONSIBILITIES: Call the maximum number of leads/prospects to schedule appointments with clients. Conduct lead follow-ups and nurtures until appointments are set. Respond to inbound calls, text messages, and emails from prospects. Follow scripts to deliver...

RESPONSIBILITIES: Accountable for real-time reporting and diagnosing trends on key performance metrics. Generating daily to weekly and monthly to yearly KPI reports. Ensuring data is current and accurate for assigned division. Working in partnership with...

RESPONSIBILITIES: Manage leads and the CRM. Report issues with CRM by calling the hotline. Answer CRM-related questions from agents and provide training if needed. Service inbound leads from sign calls and online sources and determine...