Executive Virtual Assistant

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3 days ago

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Inside Out Group

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Media • Construction • Aerospace

Inside Out Group is a specialized video production company that offers high-end filming services, including time lapse filming, drone filming, photography, and animation. With over 15 years of experience, they cater to diverse sectors such as rail, construction, and infrastructure, providing innovative solutions for challenging projects. Their team is known for its technical expertise and creative approach, ensuring quality media that effectively showcases their clients' projects.

11 - 50 employees

Founded 1991

📱 Media

🚀 Aerospace

📋 Description

• Serve as the primary administrator for the Customer Relationship Management system (Wealthbox experience is highly preferred) • Proactively manage and coordinate a complex professional calendar and perform efficient triage and organization of email correspondence • Track key projects, monitor tasks, and ensure timely completion across various business functions • Execute and refine processes for new client onboarding, ensuring a seamless and professional experience • Develop, document, and maintain clear Standard Operating Procedures for recurring business and administrative tasks • Assist with fundamental bookkeeping entries and financial record organization • Quickly learn and handle tasks related to financial advising and real-estate investment processes

🎯 Requirements

• Near-perfect English fluency and strong understanding of US cultural and business norms • Proven experience in managing calendars, email inboxes, and task tracking systems • Prior experience with CRM systems; Wealthbox experience is a significant advantage • Experience or a demonstrated ability to quickly grasp financial advisor workflows, insurance brokerage basics, and/or real-estate investment concepts • Experience in building, documenting, and implementing SOPs • Familiarity with basic accounting/bookkeeping principles for entry and organization • Comfortable using Microsoft Teams for daily communication and meetings (daily check-in required at 7:00 AM PST)