Wing Assistant

Executive Assistant

• Vendor onboarding
• Data entry into marketplace platform
• Invoicing and light bookkeeping (trained internally)
• Customer support intake, proposal preparation, and order confirmation
• Data Governance
• Making and Importing Lists
• Mass Email Sending (Templated emails)
• Internal Coordination
• Fill out certification paperwork
• Task management
• Follow up

General Virtual Assistant – Entry

Lead Generation

• Establish rapport and develop positive business relationships with customers and clients
• Acquire potential sales leads and their contact details from various channels (e.g. social media, client referrals, events, online, etc.)
• Coordinating with the sales and marketing team to nurture and include leads in effective campaigns
• Develop and maintain a sales prospecting database or CRM and make sure that details are accurate
• Follow up with leads through email, SMS, phone call
• Research on market trends, customer needs, and industry best practices
• Develop and implement criteria for qualifying leads and monitor conversion rates
• Ad hoc tasks

Lead Generation Specialist

Digital Marketing

• Upload videos and graphics, keep the account up-to-date & manage reviews.
• Develop, execute, and monitor the execution of marketing campaigns on various digital platforms.
• Ensure consistency of branding across all accounts and channels.
• Create events or promos to increase customer engagement.
• Manage the contact database & assist with lead generation activities.
• Research influencers, compatible products, and businesses to form strategic partnerships.
• Set up accounts, liaise with affiliates & manage affiliate partners’ payouts.
• Check KPIs, modify bids or budgets & review keyword performance.
• Gather information on the brand's audience profiles and develop a content strategy with internal teams.
• Create progress reports and monitor the performance and effectiveness of marketing campaigns.
• Research on trends, promotional activities utilized by competitors, and competitive marketing insights.
• Execute SEO strategies and conduct keyword research.
• Conduct general administration.
• Use tweak builders to tweak the content.
• Ad hoc tasks

Digital Marketing Specialist

Sales Development Rep

• Lead Generation: Find prospective buyers according to client instructions and cultivate connections through email, social media, and calls
• Contact potential & existing customers through various channels to create a pipeline of leads.
• Engage and build rapport with potential customers and determine the suitability of company products/services to their needs.
• Schedule sales demos and meetings.
• Set up & manage a CRM or contact list.
• Collaborate with internal teams to align lead generation efforts with overall sales strategy.
• Set sales goals to increase revenue & report sales team performance results.
• Create, distribute, and collect customer surveys, compiling the results in a datasheet or report.
• Conduct general administration tasks.
• Handle customer inquiries and complaints as the first point of contact.
• Ad hoc tasks

Sales Development Representative, Lead Gen

• Manage listings and address customer inquiries, concerns, and transaction documentation.
• Create and maintain a pipeline of prospects identified from various lead sources.
• Keep accurate records of leads, contacts, buyers, and sellers through the upkeep of a CRM system.
• Manage listings, monitor staging and repairs, and coordinate open-house events and other promotional activities.
• Gather information about market insights and locational amenities to provide assistance in client selections.
• Set appointments and meetings between buyers, sellers, brokers, and agents.
• General administration tasks
• Ad hoc tasks

Real Estate Virtual Assistant

• Manage prior authorizations and related administrative paperwork
• Document new patient and referral intake
• Manage appointment bookings, cancellations, and rescheduling for patients and healthcare providers.
• Input patient information, medical records (CPT, ICD-10, HCPCS), and billing date into EMR/EHR systems
• Assist with processing insurance claims, verifying patient insurance information, and handling billing inquiries, concerns, and documentation.
• Respond to incoming patient inquiries, providing information and directing them to the appropriate healthcare professional.
• Assist in analyzing healthcare data, preparing reports, and maintaining records.
• Ensure HIPAA compliance, privacy regulations, and maintenance of patient confidentiality.
• Coordinate the sending of medical records to various departments, healthcare providers, and professionals as directed by the Managing Physician.
• Ad hoc tasks

Healthcare Virtual Assistant

• Establish rapport and develop positive business relationships with customers and clients
• Acquire potential sales leads and their contact details from various channels (e.g. social media, client referrals, events, online, etc.)
• Coordinating with the sales and marketing team to nurture and include leads in effective campaigns
• Develop and maintain a sales prospecting database or CRM and make sure that details are accurate
• Follow up with leads through email, SMS, phone call
• Research on market trends,  customer needs, and industry best practices
• Develop and implement criteria for qualifying leads and monitor conversion rates
• Ad hoc tasks

Graphics Designer

• Design content for blogs, articles, website pages, social media posts, and emails.
• Upload graphic content & manage publishing schedule.
• Gather information about trends & industry-related articles, interviews, and videos.
• Develop a scheduling sequence to publish content, propose audience engagement & coordinate the execution of design schedules.
• Coordinate with the content writer to create illustrations.
• Test graphics across various media.
• Assist teams by using layout & design tools to proofread visual materials.
• Collaborate on new ideas for new or existing content.
• Execute visual concepts that combine identity with marketing.
• Conduct general administration
• Track & coordinate execution of marketing campaign schedules.
• Create video & motion graphics in line with company branding.
• Develop creative & engaging marketing strategies based on business objectives.
• Ad hoc tasks

Graphic Designer

• Store and organize documents and files.
• Data Entry: prepare lead lists or meeting minutes, transcribe audio recordings, prepare payroll information, and organize research notes.
• Research products, purchase goods & secure samples.
• Store, update & collect information for marketing and sales campaigns through a CRM system.
• Create and send statements or invoices, track payments, and record company expenses.
• Gather data on trends, industry best practices, and other publicly available information and prepare reports on the findings (e.g., for comparative analysis).
• Monitor projects, conduct internal communication & organize company data.
• Coordinate team calendars, prevent scheduling conflicts & ensure clients are on time and prepared for meetings.
• Prepare itineraries, book hotels, rental cars, etc.
• Convey information to incoming calls & make calls for appointments or conduct informational inquiries.
• Reply to emails, follow up on correspondence, organize inbox as per client preferences, and notify clients about important emails.
• Ad hoc tasks

General Virtual Assistant

Ecommerce

• Manage the overall operation of the website and maintain a seamless user experience.
• Respond to customer inquiries and concerns and provide assistance with customer selections.
• Optimize product listings and content with detailed descriptions, visual assets, and specifications.
• Build customer relationships and develop partnerships with content creators, influencers, and compatible businesses.
• Collaborate with internal teams on developing concepts, layouts, and promotional activities.
• Set prices in accordance with industry trends and sales strategy.
• Monitor inventory levels and coordinate with suppliers and logistics partners on stock availability and delivery.
• Develop and maintain initiatives for PPC advertisement campaigns & social media engagement.
• Ad hoc tasks

E-Commerce Specialist

Bookkeeper

• Monitoring contracts and agreements with vendors, consultants, banks, tenants, contractors, municipalities, etc.
• Perform account receivable functions, including invoicing, deposits, collections, and revenue tracking.
• Conduct reconciliation of all accounts on an as-needed basis.
• Manage data entry and oversee bank reconciliation process.
• Gather data for the preparation of monthly reports to track company financials.
• Prepare balance sheets, financial statements, and payroll documents.
• Maintain strict confidentiality of company books and records.
• Ad hoc tasks

Social Media Manager

• Upload and curate engaging multimedia content and manage day-to-day interactions and inquiries.
• Gather information on audience profile and engagement, industry-related trends, promotional activities utilized by competitors, and marketing insights.
• Develop or oversee content calendar, campaign schedules, and posts on various platforms
• Collaborate with internal teams on content development, strategy, and promotional initiatives.
• Moderate conversations, establish rapport with the brand audience and manage reviews and feedback from customers.
• Research influencers, compatible products, and businesses to form strategic partnerships.
• Create written content (captions, descriptions, etc.) for social media posts.
• Assist the Ad Manager in the implementation of social media ad campaigns.
• Conduct general administration.
• Ad hoc tasks

Social Media Assistant

Customer Support

• Manage inbound and outbound calls
• Resolve customer concerns effectively and efficiently
• Build sustainable relationships and trust with customer accounts through open and interactive communication
• Ensure customer satisfaction in every interaction
• Keep records of customer interactions, process and update customer accounts and file documents
• Follow communication procedures, guidelines, and policies
• Take the extra mile to engage customers
• Ad hoc tasks

Customer Service Representative

• Contact potential & existing customers through various channels to create a pipeline of leads.
• Engage and build rapport with potential customers and determine the suitability of company products/services to their needs.
• Schedule sales demos and meetings.
• Set up & manage a CRM or contact list.
• Collaborate with internal teams to align lead generation efforts with overall sales strategy.
• Set sales goals to increase revenue & report sales team performance results.
• Create, distribute, and collect customer surveys, compiling the results in a datasheet or report.
• Conduct general administration tasks.
• Handle customer inquiries and complaints as the first point of contact.
• Ad hoc tasks