Executive Admin Assistant, Financial

Job not on LinkedIn

October 17

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Logo of Realynk Assistants (Formerly Trans Support)

Realynk Assistants (Formerly Trans Support)

B2B • Consumer Services • SaaS

Realynk Assistants is a company that offers fully-managed virtual assistant services, primarily leveraging a diverse pool of Filipino talent to help businesses streamline their administrative and operational tasks. They specialize in matching clients with skilled virtual assistants who can handle various roles, including marketing, accounting, IT, and customer service. With a focus on affordability and flexibility, Realynk provides a risk-free 5-day trial and aims to enhance productivity by allowing clients to delegate non-core activities. Their approach guarantees a high client-virtual assistant match success rate, ensuring the right fit for specific business needs.

11 - 50 employees

Founded 2023

🤝 B2B

☁️ SaaS

📋 Description

• Manage incoming emails from sales reps and referral partners. • Monitor shared inbox threads and ensure all submissions are tracked. • Respond promptly to emails related to loan processing or document requests. • Upload received documents and client details into Salesforce (or similar CRM). • Update deal records through underwriting and approval stages. • Input all relevant data from loan submissions into Salesforce. • Notify internal reps when actions are needed on a deal.

🎯 Requirements

• 1-2+ years of experience in administrative or operations support roles. • Familiarity with CRM systems, preferably Salesforce. • Strong attention to detail and ability to manage multiple priorities. • Excellent written and verbal English communication skills. • Reliable, responsive, and able to work within U.S. business hours.

🏖️ Benefits

• Health insurance • Flexible work hours • Remote work opportunities

Apply Now

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