About the Client:
The client offers a comprehensive suite of tax preparation software and business training solutions designed to empower aspiring tax professionals and entrepreneurs. Their platform includes user-friendly tax software, mentorship programs, and educational resources aimed at simplifying the process of starting and growing a tax business. By providing tools such as PTIN/EFIN assistance, business automation, and one-on-one coaching, the client supports individuals in building successful, scalable ventures within the tax industry.
About the Role: We are hiring a reliable and detail-oriented Virtual Assistant to join our fast-growing credit assistance business, supporting our mission to help clients repair credit and access business funding. This position plays a key role in managing client intake, verifying documents, and ensuring the smooth operation of our automated credit dispute processes.
Key Responsibilities: - Support our existing team lead (based in the Philippines) with daily workflow
- Ensure all client files are complete and accurately entered in our CRM system
- Verify client identity documents, including government-issued ID and proof of address
- Follow predefined, step-by-step workflows for credit dispute processes
- Communicate professionally with clients via email (and occasionally phone)
- Perform data entry and administrative support tasks as needed
- Maintain a high level of accuracy and attention to detail at all times
What You’ll Work With: - A highly automated CRM platform designed for credit repair and business credit building
- A system-driven workflow requiring no complex decision-making
- Additional services offered include business trust setup, UC-1 filings, and lead protection
Requirements: - Fluent English skills (written and spoken) – must be clear, professional, and client-friendly
- Prior experience using CRMs and handling administrative tasks
- Ability to follow detailed instructions and step-by-step processes precisely
- Strong attention to detail and organizational skills
- Experience in the credit repair or financial services industry is preferred but not required
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