What are the responsibilities and job description for the Virtual Assistant position at GoldenTrust Insurance?
Core Responsibilities
- Manage calendars, appointments, and meeting schedules
- Respond to emails, messages, and customer inquiries promptly
- Organize digital files and maintain cloud-based documentation systems
- Perform accurate data entry, copy-and-paste tasks, and database updates
- Create reports, spreadsheets, and presentations as needed
- Assist with social media posting, content updates, or basic research
- Handle travel bookings, reminders, and task tracking for clients
- Prepare invoices, track expenses, and assist with simple bookkeeping
- Support project management by setting deadlines and tracking progress
- Maintain confidentiality of client information at all times
- Proficiency with Microsoft Office, Google Workspace, and virtual tools (Zoom, Slack, Notion, Trello, Asana)
- Excellent written and verbal communication
- Strong organizational and multitasking abilities
- High accuracy in typing, data entry, and information management
- Ability to work independently and meet deadlines
- Reliable time-management and problem-solving skills
- Familiarity with CRM systems, spreadsheets, and cloud platforms
- Customer service experience is a plus