Cancelled

Need a Virtual Assistant -- 2

Strongly prefer someone based in Canada.

I need someone to help me stay on top of several aspects of my business. I am a mortgage broker within a large office and currently have a database that needs to be organized and am trying to keep up with everything from new client acquisition, the approval process, and the very important task of following up with clients after their home purchase has completed. I need a partner who is eager to learn how my business operates and can help me with several different aspects.

Scope:

I need someone who is available to work 6 hours per day, Monday to Friday, from 11am to 5pm Central Time Zone. This will be 30 hours per week to start and depending on how it goes, we may make changes in the future. If we work well together, I would like to eventually increase the hours to 40 per week. I will need help at least for the next month or so, and if we can really crate momentum I would like for the position to continue longer.

To start, I will need you to manage a CRM database that needs some work to make it more up to date. Most basic information is there, but there are may data points that might have to be manually added. I will provide you with a custom Google Apps account and your own unique email address to work with. Especially at the start, we will be doing a lot of discussion and meeting over Google Hangouts.

Things I am looking for:

-EAGER and MOTIVATED to learn, try things, and build and grow our business!!!!!!!!

-Exceptional communication skills in English. Most work will be internal to start, but email and phone handling may become part of future tasks.

-Strong knowledge of Google products including Gmail, Hangouts, Docs.

-Experience and knowledge with CRM software and is willing to develop and customize features of current CRM used (Streak).

-Experience in building a client database and optimizing the best ways to add value to client experiences in order to gain referrals through word of mouth and via social media.

-Information security is of utmost importance, so you must be able to demonstrate your experience in handling sensitive information.

I hope this information is enough to give you an idea of what we are looking for at least to start.

I am looking forward to meeting you. Please message me any time. Thanks!

Skills: CRM, Customer Service, Customer Support, Data Processing, Virtual Assistant

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About the Employer:
( 10 reviews ) Winnipeg, Canada

Project ID: #11799976

4 freelancers are bidding on average $20/hour for this job

kemmydal

Hello sir/madam, I am highly interested in your project and would like to discuss more with you. I have a wide range of experience with website management, power point and graphic design and would love to demonst More

$25 USD / hour
(0 Reviews)
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srraahim03

A proposal has not yet been provided

$22 USD / hour
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latif14

hello. i am a student for electronic and digital telecommunication engineering. THe program is in English so i know very well also the technical english. I am in C1 level for english writing. I am also a fan of online More

$16 USD / hour
(0 Reviews)
0.0
jesusdelangel

I have experience creating database and customer service. I also have used CRM and even tho I'm not from Canada I'm able to go if you are please with my work. I think we can make a great team, I have a plus that is tha More

$16 USD / hour
(0 Reviews)
0.0
bigdata1980

Hello, I am Matthew from Chicago, IL. Based on your job description, I think I would be a good match for you. I have done a part time job in a related field, and I think that experience is applicable to what you are l More

$22 USD / hour
(0 Reviews)
0.0
$15 USD / hour
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Snitch019

Hello, I am ready to start your project at once and will provide you 100% success work. I want to work honestly. I have sufficient experience on this kind of project as well as on complicated projects and have pr More

$15 USD / hour
(0 Reviews)
0.0