Job Description – Administrative Assistant
Key Responsibilities
Lead & CRM Management
Record current leads and contacts received through meetings, referrals, networking, or other sources into the CRM and spreadsheets.
Maintain accurate and up-to-date client records.
Update the CRM with current information and interaction notes as provided.
Supplier Coordination
Contact suppliers to obtain pricing and product information for upcoming projects.
Maintain communication with suppliers to ensure timely responses.
Quote Preparation
Prepare customer quotes using company-approved templates.
Submit completed quotes to the business owner for pricing and margin review before sending them to clients.
Client Follow-up
Follow up with clients after quotes have been sent via phone, email, and text messages.
Continue follow-up until a transparent decision has been received.
Re-engage inactive leads and maintain regular communication with prospective clients.
Cold Calling & Appointment Setting
Contact property managers and prospective clients from provided lead lists.




Introduce the company's services professionally.
Schedule meetings and appointments for the business owner.
Invoicing & Payment Follow-up
Assist with tracking outstanding invoices.
Follow up with clients regarding overdue payments.
Maintain records of invoice status and payment updates.
Scheduling & Calendar Management
Schedule and confirm meetings, site visits, and appointments.
Coordinate calendars with clients, subcontractors, and the business owner.
Send reminders and ensure appointments are properly organized.
Contact Management
Maintain and organize customer and prospect contact lists.
Send periodic follow-up messages and check-ins to existing contacts and property managers.
Qualifications
Previous experience in an Administrative Assistant, Executive Assistant, Virtual Assistant, Customer Service, or similar administrative role.
Excellent verbal and written English communication skil

📌 Administrative Assistant Mumbai
🏢 Clerk-Tech
📍 Mumbai