High-performing administrative partner

Rio Verde

beBee Careers

Anunciada dia 16 junho

Descrição

Job Description:

We are seeking a highly organized and detail-oriented Executive Administrative Assistant to support our Customer Success Senior Manager in a fast-paced digital marketing agency. The ideal candidate will be able to effectively partner with high-value financial advisor clients, manage multiple priorities simultaneously, and provide exceptional client onboarding experiences.

Key Responsibilities:
* Build and optimize bio pages for new financial advisor clients.
* Coordinate with account managers to ensure seamless client setup.
* Configure calendar linking systems and GHL account setups.
* Ensure every new client has a flawless onboarding experience.

Client Relationship Management:
* Facilitate & Manage all client offboarding communications with professionalism.
* Conduct thorough account audits to identify and resolve messaging errors.
* Handle monthly billing follow-ups and renewal communications.

Meeting Support & Documentation:

* Take detailed meeting notes and create actionable task lists.
* Collaborate with account managers to ensure all client requests are tracked and completed.
* Maintain organized records of all client interactions and outcomes.

Requirements:
* 2+ years of executive assistant or client support experience.
* Proficiency with CRM systems (GHL experience preferred).
* Strong written and verbal communication skills.
* Experience with calendar management and scheduling tools.
* Proven ability to manage multiple priorities simultaneously.

Nice to Have:
* Experience in digital marketing or financial services.
* Familiarity with marketing automation platforms.
* Previous experience supporting customer success teams.

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