Virtual Coworker

Maintain and update CRM records, organize contacts, and manage data accuracy. | Proficiency in CRM systems, high attention to detail, organizational skills, and task prioritization. | Job Description • Update and maintain CRM records (Lofty) • Keep all lead profiles accurate and current • Manage closing process checklists inside the CRM • Clean up outdated tags/notes and organize contacts Potential additional tasks: • Track new leads entering the CRM • Watch for user activity on website and notify Mike that someone may be ready for follow-up • Data entry Skill Set • Proficient in using CRM systems to manage client information, track interactions, and maintain accurate records. • Demonstrates high attention to detail, ensuring all data, communications, and deliverables are accurate and consistently organized. • Strong organizational skills with the ability to prioritize tasks, manage workloads efficiently, and maintain structured workflows.

Support CEO with priority management, communication, scheduling, property and rental tracking, document organization, sales support, and social media management. | Experience in virtual assistance, calendar and inbox management, travel coordination, document and tax organization, property management, and social media posting. | This a Full Remote job, the offer is available from: United States, California (USA), Indiana (USA) • CEO Support & Priority Management: Oversee top goals, priorities, and commitments, ensuring smooth execution while acting as a liaison between the CEO, employees, and clients as needed. • Inbox & Communication Management: Maintain a spotless inbox, filter priority messages, draft responses, and manage correspondence across business, personal, and real estate-related matters. • Calendar, Scheduling & Travel Coordination: Optimize scheduling for business and personal engagements, book travel, schedule repairs, set up client/tenant appointments, and manage vendor coordination. • Property Management & Rental Tracking: Log rental income, track timely payments, organize property registrations and local rent certificates, and screen new tenants as needed. • Operations, Tax & Document Organization: Organize tax-related documents, maintain key business files, and streamline processes for tracking payments and compliance. • Sales & Admin Support: Assist with sales-related tasks, coordinate with leads and clients, and help ensure seamless operations for both business and personal commitments. • Social Media Management: Weekly or bi-weekly posts on CEO’s social media accounts via CRM. This offer from "Virtual Coworker" has been enriched by Jobgether.com and got a 0% flex score.

Monitor communications, manage schedules and invoices, publish social media content, perform data entry, and support administrative tasks. | Requires strong organizational skills, experience with calendar and email management, data entry proficiency, and ability to handle multiple administrative tasks. | • Monitor and respond to emails and messages promptly. • Screen and manage incoming calls. • Assist in setting and managing daily priorities. • Reconcile timecards with corresponding invoices. • Maintain and update calendars and appointments. • Publish content to social media platforms (content provided). • Data entry into the project management system based on vendor reports. • Perform additional administrative tasks as needed.

Monitor orders and sales, perform basic accounting tasks including invoicing, manage team calendars, and provide phone support as needed. | Experience with order tracking, basic accounting including accounts payable/receivable and invoicing (Invoice2go), calendar management, and phone support. | • Monitor and track orders and sales activities • Perform basic accounting tasks, including managing accounts payable/receivable and invoicing (using Invoice2go) • Coordinate and help manage team calendars and scheduling • Provide phone support and assist in answering calls only when needed

Create and manage social media content calendars, engage with audience via messages and comments, join groups, and provide weekly performance reports. | Experience in social media content creation, audience interaction, and reporting on engagement metrics. | Social media content creation Create monthly calendar Create strategic initiatives to interact with core audience/demographic Respond to DMs/comments Join relevant groups Initiate interactions (via direct messaging) Monitor and share engagement Provide performance reports weekly (e.g. increases in clicks, likes, demographic engagement, conversions)

Make AR/client collection calls, process AR/AP transactions, resolve billing discrepancies, maintain financial records, and perform other accounting tasks. | Experience in accounts receivable/payable, billing resolution, and maintaining accurate financial records. | • Make AR or client collection calls • Process accounts receivable and payable transactions • Resolve billing discrepancies • Maintain accurate financial records • Perform other accounting tasks as needed