Client Success and Administrative Coordinator

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Assist World

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2022

🎯 Recruiter

🤝 B2B

Recruitment • B2B

<Assist World> Assist World is a virtual assistant staffing and outsourcing company that matches businesses with vetted remote assistants across administrative, accounting, customer service, sales, social media, e-commerce, and industry-specific roles. They provide rapid discovery, matching, and onboarding, a management dashboard and dedicated account managers, and a satisfaction guarantee with rematch or refund options. Assist World serves businesses globally, emphasizes cost-effective, flexible staffing (part-time or full-time) with no long-term lock-ins, and promotes a bench of thousands of pre-vetted assistants for scalable teams.

📋 Description

• Serve as the first point of contact for clients via phone, email, CRM, and client portals. • Manage inbound and outbound client communications. • Respond to client inquiries professionally and promptly. • Provide excellent customer service while demonstrating empathy, patience, and professionalism. • Follow up with clients regarding outstanding requests, documentation, and open invoices. • Conduct discovery calls with prospective clients. • Identify client needs and determine appropriate services. • Answer basic accounting and tax-related questions. • Qualify leads and schedule strategy sessions when appropriate. • Maintain detailed notes and records within the CRM. • Coordinate client onboarding processes. • Update and maintain CRM records. • Assist with documentation, workflows, and standard operating procedures (SOPs). • Support administrative projects and operational improvements. • Help implement updates related to the firm's expansion into North Carolina. • Conduct warm outreach to existing leads and prospects already within the firm's ecosystem. • Follow up on inquiries generated through marketing channels and social media funnels. • Re-engage inactive leads and clients. • Support client retention and relationship-building initiatives. • Assist with client invoicing through QuickBooks. • Provide basic client reports upon request. • Track and follow up on unpaid invoices.

🎯 Requirements

• Minimum 3–4 years of experience in an administrative, client services, virtual assistant, or customer success role. • Experience working within an accounting, bookkeeping, tax, financial services, or related professional services environment. • Basic understanding of: • Tax preparation • Accounting principles • Bookkeeping concepts • Small business financial operations • Strong verbal and written communication skills. • Experience handling client calls and customer service interactions. • Technical Skills • Microsoft Outlook • Microsoft Teams • Microsoft 365 Suite • CRM systems • QuickBooks (or willingness to learn quickly) • Preferred Experience • Experience with tax or accounting firm CRMs (TaxDome or similar platforms). • Client onboarding experience. • Lead qualification and discovery call experience. • Experience supporting professional service firms.

🏖️ Benefits

• 100% REMOTE • $50 birthday bonus • $200 testimonial bonus • $500 entry monthly raffle • NO TRACKER. NO PROBLEM