**Key Responsibilities**:
- **Running Reports**: Generate regular reports to track performance metrics and identify areas for improvement.
- **Filing Paperwork**: Organize and maintain electronic files, ensuring all documentation is up to date and easily accessible.
- **Account Management**: Oversee account activities, including onboarding new accounts, managing existing ones, and processing cancellations as needed.
- **Conducting Due Diligence**: Perform thorough due diligence on accounts to ensure compliance and assess reportable changes.
- **Meeting Coordination**: Schedule, reschedule, and confirm meetings with clients and team members, ensuring effective communication and follow-up.
- **Account Set-Up**: Assist with the initial setup of client accounts, ensuring all necessary information is collected and processed accurately.
- **Google Workspace Utilization**: Utilize Google Drive, Docs, and Sheets for document management, collaboration, and reporting.
- **Quarterly Meetings**: Conduct quarterly review meetings with clients to discuss account performance, address concerns, and explore opportunities for growth.
- **Website Demonstration**: Deliver website demonstrations to clients,



showcasing features and functionalities to enhance user engagement and satisfaction.
**Qualifications**:
- Strong organizational skills and attention to detail.
- Excellent communication skills, both written and verbal in English.
- Proficient in Google Workspace (Drive, Docs, Sheets).
- Ability to manage multiple tasks and prioritize effectively.
- Experience in client relations or account management preferred.
- Bachelor's Degree
- **No previous experience is necessary. We will train on the job.**
**Why Join Us**:
Smart Business Solutions is an award-winning business consulting firm specializing in Healthcare businesses.
We are located in Burbank and work is primarily from the office and surrounding areas.
By joining Smart Business Solutions, you will become an integral part of a dynamic and supportive work environment. Your contributions will directly impact the successful execution of the satisfaction of our valued customers, who hire us to help guide them through starting their healthcare businesses.
Pay: $7.00 - $8.00 per hour
**Experience**:
- Administrative: 2 years (required)
Work Location: Remote

📌 Virtual Assistant (México)
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