25 Aug
|
ASAN Group
|
India
Company Description We're a cross-border tax and advisory firm (ASAN Group Inc.) with a growing real estate practice, looking for an organized, proactive, and discreet Executive Assistant to become the founder's right hand. You'll own the day-to-day operations — communications, scheduling, data, and marketing coordination — so the founder can focus on high-value client and advisory work. send reminders and keep projects moving
CLIENT DATABASE & CRM
• Build and maintain an accurate, well-organized client and contact database
• EXCEL & REPORTING
• Organise data in Excel / Google Sheets; Maintain a content calendar and schedule / publish posts across platforms
• Create simple graphics from templates (Canva); OUTREACH & LEAD SUPPORT
• Cold calling / appointment setting to prospective clients; Document formatting, file organization, light research, and ad-hoc support as needed
2+ years as a VA / EA / administrator, ideally supporting a founder or qualified-services firm
• Excellent written and spoken English
• Proficiency with Excel / Google Sheets,
email & calendar tools, and a CRM
• Comfort with social schedulers and Canva
• Discretion and reliability with confidential financial and client information
• Familiarity with QuickBooks or Sage (light bookkeeping exposure)
• Cold calling / tele sales / appointment-setting experience with North American clients
• Exposure to real estate or the accounting / tax industry
Full-time and fully remote. We ask for roughly 3–4 hours of daily overlap with Eastern Time (Toronto) for calls and coordination, with some evening-IST availability for North American outreach.
Confidentiality & Data Security
This role handles sensitive client and financial data. You'll access information on a need-to-know basis, use firm-approved tools only, and follow sound security practices (strong unique passwords, no client data stored on personal devices.
Compensation (Indicative)
📌 Hiring: Personal Executive Assistant (Spanish & English Speaker) (India)
🏢 ASAN Group
📍 India