Part Time Virtual Assistant

Full Job Description

Trailhead Partners is hiring a part-time assistant and analyst to join our team. Trailhead is a business broker based in Texas. The position will have generally flexible work hours, though we would prefer certain tasks (like sending emails on our behalf) to be completed during US Central Time working hours. While we expect the job to be roughly 10 hours per week, we hope this grows over time.

This position requires a blend of organization, administrative, research, and analyst skills. While our ideal candidate will be familiar with financial statements and basic accounting, this is not required and we will pay for on-the-job training.

Job Responsibilities

The job responsibilities are flexible based on your strengths and vary from week to week.

• Manage our CRM (Hubspot) database and contacts - we often have uncategorized contacts in our database which need to be researched and cleaned up accurately on a weekly basis
• Sending emails from the CRM on our behalf when required
• Researching prospect contact information
• Completing data entry tasks, primarily in excel
• Performing consolidation and formatting tasks in excel

Job Requirements

• Technically savvy with Microsoft office, primarily excel
• Strong written email communication
• Strong research skills and curiosity

Skills Required

• Admin Support - Intermediate
• Data Entry - Beginner
• Research - Intermediate
• CRM - Beginner

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