PlanRoots is a business consulting firm that supports entrepreneurs and small businesses with loan applications, business plans, and growth strategies. We help clients access funding, build strong business foundations, and thrive.
We are seeking a highly organized and motivated Administrative & Client Support Coordinator to join our team. This role combines administrative efficiency with client-facing support, ensuring smooth operations and excellent service for our clients.
Key Responsibilities
Administrative :
- Collect and organize client documents.
- Maintain client folders in Google Drive.
- Schedule meetings with clients and loan officers.
- Manage email follow-ups and reminders.
- Keep financial trackers up to date (loan status, repayment schedules).
Client Support:
- Respond to new inquiries via email, phone, or social media.
- Guide clients through intake questionnaires and checklists.
- Follow up on missing documents and ensure timely submissions.
- Update CRM system with client information and progress.
- Assist with drafting simple business plan sections (e.g., company bios, descriptions).
Qualifications
- Strong organizational and time management skills.
- Excellent written and verbal communication skills.
- Proficient with Google Workspace (Docs, Sheets, Drive, Gmail).
- Previous experience in administration, customer service, or client support is an asset.
- Ability to multitask and work independently with minimal supervision.
- Detail-oriented with a proactive attitude.
What We Offer
- Opportunity to grow with a fast-scaling consulting firm.
- Hands-on training in business planning and loan application processes.
- Collaborative work environment with direct impact on client success.
- Flexible schedule (hybrid/remote options if applicable).
Job Type: Part-time
Pay: $17.75-$25.00 per hour
Language:
- Mandarin (preferred)
Work Location: Remote
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