Appointment Setter and Virtual Assistant

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Requirements:

• At least 2 years of experience in appointment setting or similar role.
• Excellent English communication skills, with a strong phone presence and ability to build rapport quickly.
• Proficiency in various communication tools and social media platforms.
• Customer service-oriented with a professional demeanor.
• Ability to work independently and manage time effectively.
• Basic understanding of the financial or private funding industry (preferred).
• Strong organizational skills and ability to prioritize workload efficiently.
• Experience with LinkedIn marketing and social media strategies.
• Proficiency in MS Office (required); Canva experience is a plus.

Responsibilities:

• Make outbound calls to schedule 18-20 appointments per week with potential clients.
• Explain the client’s services to professionals such as developers, family lawyers, accountants, and mortgage brokers.
• Manage, confirm, and reschedule appointments as needed.
• Act as a virtual secretary, handling communication through WhatsApp messages, video calls, and emails.
• Maintain professionalism and confidentiality when dealing with high-level professionals and sensitive information.
• Provide general administrative and secretarial support.
• Assist the business owner with various operational tasks to ensure smooth workflow.
• Adapt to shifting priorities and efficiently manage multiple tasks.
• Develop and execute LinkedIn marketing strategies to attract potential clients.
• Create and schedule engaging content to increase brand awareness and audience engagement.
• Monitor social media interactions and respond to inquiries in a professional and timely manner.