CRM Assistant Salary at Canali BETA

Job Description Job Description Looking for trainee office administrative assistant for a fast-growing accounting firm in Lutz, FL. The ideal candidate will be highly organized, able to multi-task, be detail oriented and have exceptional communication skills with the ability to interact with a wide client base. Candidate will be competent in prioritizing and a fast learner. They will be self-motivated and trustworthy, contributing to driving sustainable growth. Responsibilities include, but are not limited to: Answer and directing phone calls in a professional manner. Organize and schedule appointments. Write and distribute email, correspondence memos, letters, faxes and forms. Assist in the preparation and filing of regularly scheduled reports. Act as the point of contact for internal and external clients. Develop and maintain an accurate filing system, workflow system and CRM Assist in the preparation of Weekly Payroll Assist in the preparation of Monthly - Sales tax returns. Assist

Investment Advisor Associate Location: Onsite – Nocatee, FL Company: Stratton & Company Are you passionate about retirement planning, investment advisory, and tax planning, excellent with details, and comfortable building strong client relationships? Stratton & Company is growing, and we're looking for an Investment Advisor Associate to join our team in our new Nocatee office. Our boutique firm offers a small, friendly office environment where your contributions make a meaningful impact. Role Responsibilities: Conduct annual reviews with clients, clearly communicating their investment progress and answering questions. Handle client onboarding, including managing paperwork, data entry, and ensuring a smooth initial experience. Efficiently manage client service requests and execute trade orders promptly and accurately. Organize, update, and maintain comprehensive retirement plans using our planning software and CRM. Assist the senior advisor with tax analysis, investment research, and ot

Executive Administrative Assistant Location: Skokie, IL We are partnered with a full-service CPA firm with an excellent family-oriented approach, serving clients for over 50 years of business. They provide accounting, tax, and business consulting services to individuals, small business owners, and entrepreneurs. With a specialty in real estate accounting and a "One Firm Way" approach, the firm delivers high-quality, customized solutions to clients locally and nationwide. This Executive Assistant role is a key part of the firm's leadership team, supporting the CEO and COO and helping reinforce the firm’s culture, mission, and values. Key Responsibilities Include: Executive Support Manage calendars and scheduling for CEO and COO Monitor voicemail and handle general inquiries Coordinate internal and client-facing events Time entry, project tracking, and staff hours review Sales, Marketing & Client Support Coordinate email campaigns and maintain contact databases Liaise with third-party ma

Job Description Job Description Essential Duties and Responsibilities: Prepares and negotiates quotes and contracts with potential clients/business partners. Meet regularly with existing customers and prospects in sales territory to understand their evolving business needs and position existing portfolios to meet surfaced needs. Develop in-depth knowledge of the company's core OEM products via successful completion of the required sales training program and utilize this knowledge to successfully sell the machinery equipment to new and existing customers in assigned territory. Create and execute a territory sales plan that meets or exceeds established sales quotas and supports Company revenue and profit targets. Work closely with Sales Director, maintaining constant open dialog on daily activities and new business opportunities. Must be prepared to be a CRM master; integrate the CRM system as the foundation of the daily workday. Be ready to filter all activities through the CRM. Assist

Job Description Job Description We are seeking a dedicated, knowledgeable, driven Insurance Specialist to join our team. The ideal candidate will play a crucial role in managing client accounts, providing exceptional customer service, and assisting with benefits administration. Prior experience in ACA, group, life, or supplemental insurance is a plus. Knowledge in healthcare exchange platforms is a plus. Multilingual candidates are highly encouraged to apply, as they will enhance our ability to serve a diverse clientele. Duties Manage client inquiries and provide information regarding insurance policies and benefits. Complete client(s) enrollment in marketplace and input data into company CRM. Assist clients with the completion of insurance applications. Communicate effectively with client(s) to ensure understanding of coverage options and benefits. Analyze and monitor client(s) current policy to ensure ongoing suitability and coverage sufficiency. Collaborate with team members to enha

Estamos buscando a un/a Marketing & CRM Assistant Intern creativo/a, organizado/a y con muchas ganas de aprender, que quiera unirse a nuestro equipo para apoyar en tareas clave de comunicación, marketing y gestión de relaciones con clientes. Esta posición en prácticas es ideal para alguien que esté iniciando su carrera profesional y quiera adquirir experiencia real en la planificación de contenido digital, el uso de herramientas como HubSpot y Canva, y el trato directo con clientes. Responsabilidades Programar y publicar contenido en Instagram, gestionando el calendario de publicaciones. Mejorar, segmentar y organizar listas de contactos dentro de HubSpot. Diseñar newsletters atractivas en Canva a partir de plantillas predefinidas. Redactar publicaciones profesionales para LinkedIn, alineadas con el estilo de la marca. Atender mensajes de clientes y coordinar reuniones de videollamada cuando sea necesario. Requisitos Estudiante de Marketing, Comunicación, Publicidad, Administración de

Estamos buscando a un/a Marketing & CRM Assistant Intern creativo/a, organizado/a y con muchas ganas de aprender, que quiera unirse a nuestro equipo para apoyar en tareas clave de comunicación, marketing y gestión de relaciones con clientes. Esta posición en prácticas es ideal para alguien que esté iniciando su carrera profesional y quiera adquirir experiencia real en la planificación de contenido digital, el uso de herramientas como HubSpot y Canva, y el trato directo con clientes. Responsabilidades Programar y publicar contenido en Instagram, gestionando el calendario de publicaciones. Mejorar, segmentar y organizar listas de contactos dentro de HubSpot. Diseñar newsletters atractivas en Canva a partir de plantillas predefinidas. Redactar publicaciones profesionales para LinkedIn, alineadas con el estilo de la marca. Atender mensajes de clientes y coordinar reuniones de videollamada cuando sea necesario. Requisitos Estudiante de Marketing, Comunicación, Publicidad, Administración de

Location: Infinity Wealth Counsel’s Loveland Office (In-Office) Hours: 10-20 hours per week Job Overview: We are seeking a detail-oriented and organized Office Assistant to support our daily operations. The ideal candidate will have experience with Microsoft Word, Outlook, and Excel and will assist with administrative tasks such as sending client paperwork, scheduling meetings, and maintaining records. Discretion and confidentiality regarding client information are essential. This could be an ideal opportunity for someone with administrative and computer skills who wants to get back into the workforce part time. Key Responsibilities: Provide friendly and professional service to clients Prepare and send paperwork to clients Schedule and coordinate meetings Maintain organized records and files using CRM Assist with other administrative tasks as needed Qualifications: Professionalism and confidentiality Proficiency in Microsoft Word, Outlook, and Excel Strong attention to detail and organ