Company Name 1
Prosper Virtual Assistants, Inc.
Job Title
Virtual Administrative Assistant
Job Description
Responsible for ensuring that the daily administrative tasks are complete:
Manage supervisor's email, calls from the clients, and schedule appointments .
Greeting clients, answering the telephone, and making follow-upcalls.
Preparing addendum, lease agreement and other real estate documents that needs to be submitted to the local government for compliance.
Coordinate with vendors on work orders.
Maintaining an organized efiling system like goodgle spreadsheets.
Managing a client's database in Appfolio and preparing reports for rent increases, delinquency, work orders and building-wide notices.
Calendar management: modifying calendars, and reminding clients and managers of upcoming meetings.
Ordering supplies, preparing and distributing marketing materials.
Performing other duties assigned: assist officemates with their tasks
Tools used: Appfolio, Comcast, Ring Central, Jivo Chat, DocuSign, Google Spreadsheet, MS Office and Teams, and Canva
Job Title
Relationship Manager
Job Description
Responsible for maintaining a sound and healthy environment for customer relations as well as helping the bank provide quality andprofessional advice on financial products.
Monitor and track daily/weekly sales activities.
Build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
Will conduct outbound and inbound client engagement activities, adhering to call monitoring policies.
Sell financial products (credit cards, IRAs, small business loans)and open deposit accounts.
Execute sales and service tactics, activities and processes, as defined by company policies and procedures.
Comply with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction.
Assist, educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile banking.
Tools used: Salesforce CRM, Concur