Distro

DISTRO is a global platform for companies to interview and hire candidates for full-time roles efficiently.

Internet Software & Services

Information Technology

11-50 (15)

23 open positions

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Virtual Assistant

5 hours, 28 minutes ago

Philippines

Part-time

Junior

Virtual Assistant

Operations

Apply Now

Distro

DISTRO is a global platform for companies to interview and hire candidates for full-time roles efficiently.

Internet Software & Services

11-50

View All Jobs 23

Description

Handle inbound and outbound client calls using the Agency Blocks phone platform and VOIP system.
Screen and route calls appropriately, and take detailed messages.
Follow up with clients to prevent missed opportunities or delayed responses.
Manage business email communications and correspondence.
Prepare and distribute bi-weekly or tri-weekly client communications.
Maintain organized email records and documentation.
Perform CRM and database cleanup and maintenance in AgencyBloc.
Remove deceased clients from active records and update client information and policy status.
Identify clients who have transitioned to different plans and support pipeline management and data accuracy.
Maintain professional communication with clients regarding wills, trusts, social security planning, and health planning services.

Requirements

Proven experience in administrative support, customer service, or a similar role.
Strong English proficiency at an intermediate level or above with clear client-facing communication.
Proficiency with CRM platforms and/or database management software.
Ability to work independently with strong time management skills.
Reliable internet connection and a quiet workspace are required.
Comfort with VOIP phone systems and basic technology platforms.
Professional demeanor and strong attention to detail.
Must maintain a fixed 4-hour daily shift in Eastern Standard Time, preferably 8:00 AM to 12:00 PM EST.
Consistent availability is required, with schedule flexibility potentially negotiable after the initial probationary period.
Candidates hired through this process may only be hired through Distro; direct hiring is not permitted.

Benefits

Flexible work-from-home arrangement.
Clear, defined responsibilities with potential for role expansion.
Opportunity to grow with a thriving financial services practice.
Professional work environment with supportive leadership.
$500 per month compensation, paid upon start date and monthly thereafter.

Interested in this position?

Apply directly on the company website

Apply Now

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