Project Details

$7.00 Per Hour
10 Hours Per Week
12+ Months Duration

 

Part-time Client Communications & General Admin VA for Finances Company

Dear Virtual Latinos,

We’re looking to hire 1 VA through this job that the Virtual Latinos Agency is publishing on behalf of an existing client.

Client & Short Job Description:

Professional Business Services (Bookkeeping, financial services, accounting, consultants, IT services, etc). The client started the business 5 years ago, they do the work by themselves, they are looking for a VA that can help with the operational job, they are looking for someone trustable.

PayDiverse utilizes the company’s unique network of 50+ bank partners to help low- and high-risk merchants apply for and get approved for merchant accounts. A merchant account enables merchants to collect credit card payments from their customers. On a daily basis, they “pre-vet” new merchant leads to their network of bank partners to identify which bank options they have for each merchant. Then we work with the merchant to gather their supporting documentation and submit a full application package to the best bank options.

They’re looking for a virtual assistant to complete projects that are anticipated to require approximately {10} hours per week to start, and increasing after they’ve been trained.

The work will include the following:
– Map fields in their Salesforce CRM to PDF templates in Adobe Acrobat
– Document procedures in Google Docs with clear instructions and annotated screenshots
– Update CRM records
– Manage inbox and track responses in CRM
– Communicate with banks and merchants via email, phone, and SMS
– Set up a payment gateway for merchants

The client is looking for a trustworthy, dependable VA who will stay with them for the long term and grow as their business grows. See more “Ideal Requirements” below.

Job Highlights: Why should you apply?

– Learning opportunity as training will be provided
– Long-term opportunity with great chances of growth
– Opportunity to learn more about Finances for professional and personal transactions

DEADLINE TO APPLY: You must apply by Tuesday, June 15th, at 11:30 PM PT. Our team will set up interviews for the selected candidates for Thursday, June 17th, 2021.

Tasks required for the job

1. Customer Service & Support
– Reply to emails & phone calls
– Pick up the phone, talk to anyone who needs help
– Report and add any support related issues into CRM System
– Use a VOIP phone (Internet phone) provided by the client, which can be accessed through the computer for inbound/outbound calls
– Talk to people who are mainly existing clients, as well as new potential ones
– Answer calls from new people requesting information
– Follow-up calls with leads, vendors, clients, etc.
– Leads management (filter and sort leads of potential new clients)

2. Manage CRM & Data Entry
– Convert files into digital format in Excel sheets
– Help the company organize, clean, update, and maintain the client’s database
– Maintain all of the communications and client data up-to-date
– Add new clients & update existing ones into the CRM system
– Process and handle customer support orders and/or tickets
– Repetitive data entry (entering online payments or uploading invoices received from vendors)
– Create and publish jobs, events, listings, etc on 3rd party sites: Facebook, Craigslist, etc

3. Organize Digital Files
– Upload/organize files into web-based systems (Dropbox, Google Drive, etc)
– Re-organize files based on products/services/categories
– Make sure that info is always up-to-date
– Organize and input files by product, service, or client

4. Other General Admin Tasks
– Update spreadsheets
– Email sorting and organization
– Take notes during team/client meetings, organizing minutes
– Generate reports related to given/provided data
– Create PowerPoint/Google Slide presentations
– Other general admin tasks as needed by the company/client

5. Cold Calling
– Cold call contacts gathered by lead generation or research
– Call & qualify leads into interested or not interested, or cold, warm, hot, etc.
– Add call notes to a CRM system (as needed), and/or assign hot/interested leads to another team member for additional sales follow-up

6. Warm Calling Existing Leads
– Call over the phone to existing leads the company already has
– Speak with each lead, take notes and then add them to the CRM

7. Follow-up with Leads & Potential Clients
– Create follow-up email templates
– Follow-up with potential customers to answer questions and set up demos
– Follow-up by email or text messages
– Follow up with leads/clients an infinite number of times until they reply
– Follow up with prospects/leads that did NOT show up to an appointment, so make sure they reschedule

Requirements:

All of our Virtual Latinos VAs must first have these 10 basic qualifications (click to read). Please review this first.

This client is also looking for these requirements:

Required Qualifications:
– Great English communication skills via phone, email, and text
– Strong knowledge of Google Sheets
– Experience working with Salesforce and Adobe Acrobat
– Strong organizational skills and ability to manage multiple projects simultaneously
– Experience working with confidential information and sensitive data
– Experience/comfortable with admin and sales tasks

Ideal Requirements:
A) Communication & Language
Excellent written English and Spanish skills. Must be able to draft and send emails and messages to clients.; Excellent verbal English and Spanish skills. Must be able to communicate clearly and effectively.; The VA should have total fluency and not have to think of what to say, words should come out very naturally but no need to have a native accent in addition to advanced writing skills and vocabulary.; Must have a great memory, be able to remember clients, and/or follow scripts.; Comfortable with making calls and know how to properly communicate with clients.; Ideally looking for someone super friendly, cool, and interesting.

B) Creativity & Proactiveness
Should be “coachable”, willing to learn new skills, and can follow directions.; Not afraid to ask questions, know when to ask for help when needed.; Quick learner, willing to learn new things, and able to pick up issues/problems fast.; Take ownership, have a great attitude to get things done.; Must know how to propose solutions to problems and be super helpful.

C) People & Relationship
Supportive, and always be willing to help.; Great customer skills. Really good with people and friendly.; Outgoing person able to communicate and interact with a variety of people.; Must be able to separate “Business from emotions” as clients can get very passionate, and it’s important for the VA to remember that in the end, it’s just work.; Someone that is open to feedback without being offended, willing to make mistakes, and be ok when the company tells them how to improve.

D) Work Load & Stress Management
Project management experience, good at setting timelines, deadlines and fulfilling expectations.; Must be extremely organized and detail-oriented.; Great note-taking and notation skills (in writing by hand and/or on the computer).; Should be very hard-working, comfortable with having a lot to do all the time.; Great multi-tasker, able to prioritize and have great time management skills.

E) Technology & Software
Computer savvy, able to teach systems and software to others.; Should have experience with Microsoft Excel and the overall Microsoft Office.; Should have experience using a CRM like Salesforce or other.

Additional Requirements:
– Must understand the importance of handling sensitive personal customer data
– Google Sheets basic experience
– Someone who can work independently, resourceful to find things on their own
– Able to document procedures, and suggest better ways of doing them
– Basic experience with Adobe Acrobat for editing PDFs

Work Details:

-Schedule: Felxible within 12pm-6pm EST
-Hours: To start with 10hrs/week, this would increase to 20 hours a week after the VA is trained, (opportunity to increase hours after that if available)
Pay: $6-8/hr Part-time ($5-7/hr if it becomes Full-time). Rates are depending on your experience, determined by Virtual Latinos.

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Interested in applying for the job? READ THIS CAREFULLY:

Acknowledgment Form
Make sure you have signed the acknowledgment form (click on the link), before submitting your proposal. You should have signed it before being an official VL member, if you haven’t, go ahead and do it now. We won’t schedule interviews with VAs that haven’t signed the form.

Important Communication Info:
If you are interested in applying to this position, make sure you are active on Telegram. It is the only means of communication between the Recruitment team in Virtual Latinos and the assistants to be called for an interview. Make sure you receive the good news! If you haven’t already, fill out this form to make sure we have a record of your Telegram username.
If you are not active on Telegram, your proposal will be dismissed.

How to send a good proposal? 

Please apply through this Virtual Latinos platform, and include:
1) 1-2 short paragraphs introducing yourself, where you’re from, what you studied, and general work experience, and explaining why you believe you meet the requirements of attitude and skills?

2) Provide us with specific details of your past experience and skills related to each of the task categories mentioned above. The format of this section should look like this:

Main Job Tasks Experience:
1. First task category name from above goes here
– I have worked with contacting leads/people for X amt of years, at X company. Here’s an example of how I worked, my process, and the results of it:
– Additionally, I’ve also done Y type of works, with Y company.
– Additional details
– Additional examples

2. Second task category name from above goes here
– I do/don’t have any experience with follow-up up with leads, for X amount of years while working with X company
– The types of tasks I’ve done while using X system for managing leads and potential clients include: Give examples
– Additional details
– Additional examples

3. Third task category…..
Etc…
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IMPORTANT INFORMATIONWhen writing your proposal:

–Please don’t write about two or more tasks together in the same paragraph/section, do not merge tasks. Provide details of each task independently even when you think they are related somehow. If you don’t have experience in any of them, please talk about any related/similar experience, you may also add that you are eager/willing to learn, etc.

–Please keep in mind that your proposal must be based on the TASKS, instead of the Requirements. You may fully cover the Requirements list as an additional section after what you write in the Introduction, but your proposal should always explain your experience in the tasks. Watch the video for reference.

–Please be advised that if you recurrently send proposals in the incorrect format after being given feedback from any of the VL team members, we WILL SUSPEND your account and hide your profile.

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IMPORTANT NOTE: 40-50% of applicants do NOT read the instructions and send very poor proposals. If your proposal is one of those it WILL BE IGNORED.

Watch this video on how to create a GOOD PROPOSAL

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