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About the role
Key responsibilities & impact- Inbox and Message Triage
- Monitor Circle DMs, student texts, and inbound requests daily.
- Review and categorize messages based on urgency, including same-day requests, standard follow-ups, and non-urgent items.
- Draft warm, clear, and proactive responses for client’s approval when needed.
- Acknowledge student messages quickly, especially when a request will take time to resolve.
- Identify when a student needs a 1:1 session and send the correct Calendly booking link.
- Calendly Scheduling Coordination
- Route students to the correct Calendly link based on the type of session needed.
- Confirm time zone clarity when scheduling calls.
- Set clear expectations on what students need to submit before their session.
- Follow up right away when required materials are missing.
- Reschedule sessions when needed to protect client’s time from unprepared calls.
- Ensure Calendly reminders and follow-ups are properly managed.
- Hiring and Candidate Support
- Review candidate submissions before they are sent to the client.
- Confirm that resumes, interview recordings, assessments, and other required candidate materials are complete and accessible.
- Follow up with students when candidate materials are missing.
- Maintain a clean tracker in Asana or the assigned system.
- Coordinate second interviews once candidates are approved to move forward.
- Candidate Connect and Asana Pipeline Management
- Manage the Candidate Connect pipeline in Asana from discovery call through hire.
- Move student cards forward as each stage is completed.
- Monitor Asana notifications and emails daily.
- Flag stalled cards or delays that need client’s attention.
- Track signed agreements, intake forms, finalist submissions, second interviews, candidate selections, and hires.
- Coordinate second interviews by matching the student’s calendar with client’s availability.
- Update the Asana board so it reflects the current status of each student.
- 1:1 Session Recap Support
- Pull transcripts from Fathom, Zoom, or the assigned recording tool.
- Draft structured recaps after 1:1 sessions.
- Send recaps for review and approval.
- Post approved recaps in Circle on client’s behalf.
- Ensure recaps include discussion points, key decisions, next steps, accountability items, and deadlines.
- Complete recap drafts within 24 hours of each session whenever possible.
- Quality Control and Process Support
- Proofread and polish messages, updates, and recaps before sending.
- Maintain a professional, warm, and clear communication style.
- Create and update reusable templates for missing item follow-ups, scheduling instructions, confirmation messages, and recap formats.
- Send a short daily priority summary with the most important updates and action items.
Requirements
What you’ll need- Strong written communication skills.
- High attention to detail.
- Experience managing scheduling, follow-ups, and administrative workflows.
- Comfortable using Google Workspace and task management tools.
- Able to follow structured processes and keep trackers updated.
- Able to protect calendar boundaries and enforce required steps before meetings.
- Strong organizational skills and follow-through.
- Preferred Qualifications
- Experience supporting a coaching program, student success team, or client-facing team.
- Familiarity with hiring workflows, candidate screening, or interview coordination.
- Experience using Asana, Calendly, Circle, WizeHire, Fathom, Zoom, or similar tools.
- Mortgage industry familiarity is helpful but not required.
- Key Traits
- Proactive
- Organized
- Calm under pressure
- Clear communicator
- Detail-oriented
- Reliable with follow-through
- Service-driven
- Tools and Platforms
- Calendly
- Asana
- Circle
- Google Workspace
- WizeHire
- Zoom or Fathom
- Typeform or similar intake form tools
Benefits
Comp & perks- Opportunities for growth and advancement
- Competitive compensation package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Scheduling ManagementAdministrative Workflow ManagementCandidate ScreeningInterview CoordinationProofreadingTemplate Creation
Soft Skills
ProactiveOrganizedCalm Under PressureClear CommunicatorReliable with Follow-Through
