This is a remote position.
Responsibilities:
Organize and maintain digital files and documents
Format and brand documents
Manage and organize Google Drive content, including rebranding materials
Organize and manage project management program (ClickUp)
Respond to client emails and handle basic inquiries
Assist with data entry and spreadsheet management using Excel
Creating daily agendas
During meetings take notes and create necessary tasks in ClickUp
Prepare Podcast episodes for the editor
Confirmation emails
Data entry
Support the team with various administrative tasks as needed
Requirements:
Excellent communication skills with professional phone etiquette
Proficiency in Google Workspace (Google Drive, Docs, Sheets)
Strong Microsoft Excel or Google Sheets skills
Familiarity with CRM systems, preferably HubSpot (not required but beneficial)
Strong organizational and time management skills
Ability to work independently and as part of a team
Excellent attention to detail and accuracy
Scope:
Manage communication channels starting with email (future phone)
Assist with document organization and file management
Support team members with administrative tasks
Handle basic client inquiries and schedule appointments
Contribute to the overall efficiency of the consulting practice
Work schedule aligned with Pacific Time Zone
Monday to Friday from 8 AM to 5 PM with 1 hour unpaid break
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