CPT-9589 Admin / Receptionist Intake at 20four7VA

This a Full Remote job, the offer is available from: Anywhere IMPORTANT NOTE: If you have already passed the 20four7VA Recruitment Process after the Final Interview, or you have been hired by a 20four7VA Client before, make sure that you are applying via the 20four7VA Team Portal, for faster processing of your application. You will be logging in using your 20four7VA email address. If you have just logged in to the Team Portal, please continue reviewing the Job Description below. You don't need to type all the information in the application form, upload your resume first and see the magic! If you are interested in the job, click APPLY TO POSITION. • ******************************************************************* 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! This offer from '20four7VA' has been enriched by Jobgether.com and got a 84% flex score. Apply tot his job Apply To this Job