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Virtual Executive Assistant / Client Services Coordinator

5 hours, 5 minutes ago
South Africa
Full-time
Mid Level
Customer Success
Customer and Technical Support
CRM
Apply Now
Assist World

Assist World

Assist World provides dedicated virtual assistant services, enabling businesses to streamline their operations and enhance productivity by matching clients with skilled virtual talent tailored to their specific needs.

IT Services
View All Jobs 117

Description

  • Answer inbound phone calls professionally as the first point of contact starting October 2026.
  • Make light outbound follow-up calls to existing clients without cold calling.
  • Send and respond to client follow-up emails, using AI tools to assist with drafting.
  • Coordinate client meetings and manage calendars.
  • Join Zoom or Teams calls for 5–10 minutes to introduce clients before handing off to the advisor.
  • Support weekly internal virtual team meetings.
  • Set up and assist with client webinars approximately every two weeks.
  • Complete administrative and data-entry tasks, including updating CRM records.
  • Communicate daily task updates through WhatsApp, Microsoft Teams, or chat.

Requirements

  • At least 3 years of relevant experience in customer service, executive assistant, front-desk, or receptionist roles.
  • Clear and professional phone manner.
  • Experience with VoIP or phone systems such as OpenPhone/Quo or PhoneBurner.
  • Working knowledge of Zoom and Microsoft Teams.
  • Comfort using AI tools such as Claude, ChatGPT, and Copilot.
  • Strong organisational skills, reliability, and attention to detail.
  • Ability to take on increased responsibility involving client scheduling and CRM access.
  • Financial services experience is preferred but not required.
  • Prior cold-calling or sales experience is a plus, although the role does not involve cold calling.

Benefits

  • 100% remote work.
  • $50 birthday bonus.
  • $200 testimonial bonus.
  • $500 entry monthly raffle.
  • No activity tracker required.

Interested in this position?

Apply directly on the company website

Apply Now

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