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 new 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 clear 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 skills.* Strong organizatio
📌 Administrative Assistant (India)
🏢 Clerk-Tech
📍 India
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