Perosnal Web Agency Asisstant

Onboarding Meeting Assistant for Web Agency

We are looking for a detail-oriented and organized Onboarding Meeting Assistant to join our web agency. This role involves handling various administrative and financial tasks to ensure smooth client onboarding and project management.

Responsibilities:

Schedule and conduct callback meetings before onboarding sessions.

Gather and organize company information for meeting preparation.

Collect payments from websites and follow up on outstanding invoices.

Track and document financial transactions, including income, expenses, and investments.

Calculate project costs, lead costs, and cost per worker, services, and products.

Communicate with designers by providing necessary client details for creating a demo design.

Daily search Check for car detailing and dealership website projects on Upwork.

Create and maintain documents related to websites and agency operations.

Create and maintain documents for each client closed (contract, forms, payments proff, invoice in one folder)


Requirements:

Strong organizational and multitasking skills.

Excellent communication and follow-up abilities.

Basic financial tracking and bookkeeping experience.

Familiarity with Upwork and project sourcing.

Attention to detail and ability to work independently.

If you’re a proactive and detail-oriented individual who can help streamline our onboarding and financial processes, we’d love to hear from you!

How to Apply:
Please send your resume and a short cover letter explaining your relevant experience and why you’re a great fit for this role.