Job description
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CPT-9589 Admin / Receptionist Intake
REQUIRED SERVICE: Real Estate Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Senior Level - Advanced Level
MIN. HOURS/WEEK: 30 hours a week
SHIFT TIME ZONE: PST
SHIFT HOURS: 9:30 AM onward
SHIFT DAYS: Monday - Friday
Number of VAs: 1
GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Neutral | MINIMAL
REGION PREFERENCES: SOUTH AFRICA, OR OPEN TO OTHER AREAS
Job Title: Admin / Receptionist Intake
Key Responsibilities:
• Greet clients and visitors in a courteous and professional manner
• Answer and direct phone calls, emails, and other inquiries
• Schedule appointments and manage calendars for document preparation services
• Conduct initial intake interviews to gather client information and determine service needs
• Explain available services and guide clients through the document preparation process
• Maintain accurate records and update client files in the system
• Handle incoming and outgoing mail and deliveries
• Assist with data entry, filing, and general office organization – MANAGE FILES / CASES
• Ensure confidentiality and compliance with company policies and procedures
• Provide administrative support to staff as needed
• PREPARE AND SEND OUT MARKETING MAILERS OR CLIENT BUYERS/SELLERS PACKETS
• WILL ASSIST WITH SOME SOCIAL MEDIA
Qualifications:
• Previous experience in a receptionist, intake, or administrative role preferred – STRONG PHONE SKILLS
• Strong communication and interpersonal skills
• Excellent organizational and time management abilities
• Proficiency in Microsoft Office and basic computer skills
• Ability to handle sensitive information with discretion
• Professional appearance and demeanor
• EXPERIENCE WITH BASIC CHAT GPT AND AI IS A HUGE PLUS
APPLICATION SOFTWARE KNOWLEDGEABLE/REQUIRED:
• REsimply
• Followupboss
• MyCase & Google CRM
CLIENT INDUSTRY: Real Estate and Law
Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.
What we offer:
- Competitive rates
- Weekly payments
- Annual rate increase (based on performance)
- Paid time off
- Paid holidays
- Various open roles are available
- Free training and upskilling
- Constant support and guidance from managers and mentors
- Clear schedules and guidelines
- A vibrant community always ready to support you
- And more!
