Executive Asstiant - Bookkeeping, Email Management, Social Media, Fluent English

Job Opportunity: Virtual Assistant for a Fast-Paced Business Environment

Are you a highly organised, tech-savvy, and proactive professional looking to work in a dynamic and fast-paced environment? We are seeking a Virtual Assistant to support our diverse range of business activities. If you’re someone who thrives on variety, has exceptional attention to detail, and loves streamlining processes, we’d love to hear from you!

Key Responsibilities

Administrative Tasks

• Manage email inboxes: Organise, prioritise, draft responses, and follow up on client and stakeholder communications.
• Handle email campaigns for AccountsDynamic.
• Manage calendars: Schedule meetings, appointments, and reminders, coordinating personal and professional commitments.
• Perform data entry: Input client data into Zoho CRM and transfer data between systems such as Zoho and Xero.

Client-Facing Tasks

• Onboard clients: Send engagement letters and onboarding forms via Annature or other platforms, and follow up on submissions.
• Provide customer support: Address queries about the Road2BAS program or other services.
• Manage leads: Use tools like LeadsGorilla to qualify leads and update Zoho or ActiveCampaign with lead information.

Content Creation and Marketing

• Manage social media: Create, schedule, and monitor posts on Facebook and other platforms, responding to messages and engagement.
• Assist with email marketing campaigns, targeting specific industries.
• Streamline Zoho CRM automations and updates.

Project Management Support

• Track tasks: Maintain task lists for various projects and send reminders for updates or action items.
• Coordinate meetings: Organise stakeholder meetings, prepare agendas, and take meeting minutes.
• Prepare documents: Draft reports, presentations, and other materials for investors, legal consultations, or project use.

Specialised Support

• General bookkeeping tasks.
• Manage invoicing and payments for AccountsDynamic.
• Streamline workflows in Zoho CRM and ActiveCampaign.

Personal Assistance

• Organise itineraries for conferences or meetings.
• Assist with ad hoc tasks such as drafting emails or proofreading documents.

Creative and Design Support

• Create simple graphics or mockups for presentations.
• Format investor documents and draft contracts based on templates.

What We’re Looking For

• Experience with Zoho CRM, Xero, and ActiveCampaign (preferred but not essential).
• Strong organisational and multitasking skills.
• Excellent written and verbal communication abilities.
• Proficiency in social media management and digital marketing tools.
• A proactive attitude and the ability to work independently.

What We Offer

• A flexible work-from-home position.
• The opportunity to work across a variety of exciting projects and industries.
• Ongoing training and development opportunities.

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