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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative and organizational capabilities, with expertise in client communication, document management, and process improvement. Proficient in using HubSpot and Google Sheets to track client interactions and maintain accurate records.
Highest-signal resume keywords
Client Email CommunicationDocument Review and ProofreadingHubSpot CRM ExperienceGoogle Sheets ProficiencyProject Coordination
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Administrative ExperienceCustomer Service ExperienceProject ManagementDocument FormattingInvoice ManagementProcess ImprovementTask TrackingWorkflow DocumentationEmail CommunicationDetail Orientation
Soft Skills
Strong JudgmentInitiativeProblem-SolvingOrganizational SkillsCustomer-Service Mindset
Tools & Technologies
HubSpotGoogle SheetsMicrosoft OutlookMicrosoft ExcelGoogle Workspace
Industry Keywords
HR ExperienceLegal ServicesProfessional ServicesImmigration SupportExecutive Assistant Experience
About the role
Key responsibilities & impact- Monitor and assist with client email communications
- Respond to routine questions using client-provided information and templates
- Follow up on outstanding information and documentation
- Maintain professional, timely written communication
- Escalate technical or specialized HR-related questions to the client
- Track open client requests and next steps
- Prepare and organize invoice documentation
- Send invoices and payment-related information as directed
- Track invoice and payment status
- Maintain invoice information in Google Sheets or other client systems
- Follow up on outstanding administrative items
- Maintain organized client and business records
- Track client matters through established workflows
- Ensure required steps and follow-ups are completed
- Update HubSpot records and client information
- Maintain task and project trackers
- Flag overdue or stalled items
- Document recurring workflows and SOPs
- Support general process improvements
- Review and format client-facing documents
- Proofread written materials for grammar, consistency, and accuracy
- Assist with document revisions based on client direction
- Maintain organized versions and supporting documentation
- Ensure completed materials meet established formatting standards
- Provide task-specific business support services under an independent contractor agreement
- Help improve business efficiency, enhance service delivery, and support operational functions
Requirements
What you’ll need- Previous administrative, executive assistant, customer service, or operations experience required
- Senior-level experience preferred, with ability to work independently and take ownership of assigned processes
- Strong judgment, initiative, and problem-solving skills
- Ability to learn processes quickly and manage responsibilities with minimal supervision once trained
- Customer service experience highly preferred
- Excellent written English required
- Client email communication experience strongly preferred
- Project coordination or project-management experience preferred
- Strong document-review and proofreading skills
- HubSpot or similar CRM experience preferred
- Excel / Google Sheets experience required
- HR, immigration-support, legal-services, or professional-services experience is a plus
- HR knowledge or experience strongly preferred
- Copywriting/marketing experience is a plus but not required
- Highly organized and detail-oriented
- Strong customer-service mindset
- Comfortable communicating professionally by email
- Able to manage multiple client matters and follow-ups
- Strong executive-assistant or administrative background
- Process-oriented with good project-management habits
- Able to work independently after initial direction
- Careful when reviewing detailed client documentation
- Knowledge of HubSpot, Microsoft Outlook, Google Sheets, Microsoft Excel, Microsoft Office / Google Workspace
- Excellent communication and written English required
- Must be available for 10 contracted hours per week, Monday through Friday, with working time to be determined in EST
Benefits
Comp & perks- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you