Virtual Assistant - Administrative Support/ CRM/ Customer Management

About Us:
We are a growing, customer-focused Heating and Plumbing company known for our
reliable service and high standards. As we expand, we’re looking for a dedicated and
organized Virtual Assistant to support our day-to-day administrative tasks and help
keep operations running smoothly behind the scenes.

Role Overview:
The Part-Time Virtual Assistant will play a key role in supporting the administrative and
customer service functions of the business. This is role is ideal for someone
proactive, detail-oriented, and able to work independently while communicating
effectively with our field team, management, and customers.

Key Responsibilities:
• Respond to customer enquiries via phone, email, and messaging platforms.
• Schedule service appointments and coordinate technician calendars
• Follow up on job completion, quotes, and outstanding invoices
• Manage and update customer records and job tracking systems (e.g. CRM)
• Handle receipt organisation
• Support with marketing and social media updates (optional, if experienced)
• Perform general administrative support as needed

Requirements:
• Proven experience in a virtual assistant or administrative support role
• Excellent communication skills (verbal (to at least B2 level) and written)
• Strong organisational and time management abilities
• Tech-savvy and comfortable with tools such as MS Office Suite, CRM systems,
scheduling apps, etc.
• Ability to handle confidential information with discretion, in line with UK GDPR
and DPA regulations.
• Availability during UK core business hours.

Preferred Qualifications:
• Experience in the trades industry (heating, plumbing, construction)
• Familiarity with platforms like Jobber, Tradify, QuickBooks, or similar
• English language qualification (CEFR B2 and above, or equivalent)
• Social media management knowledge (Optional)

What We Offer:
• Friendly and supportive team environment
• Ongoing training and development.