Answer inbound phone calls professionally as the first point of contact, starting October 2026
Make light outbound calls to existing clients only — never cold calling
Send and respond to follow-up emails with existing clients, using AI tools such as Claude, ChatGPT
Manage scheduling and calendar coordination for client meetings
Join Zoom/Teams calls briefly (5–10 minutes) to introduce clients before handing off to the advisor
Support the weekly internal team Zoom meeting

🎯 Requirements

Minimum 3 years of experience in customer service, EA, front-desk or receptionist roles
Comfortable using VoIP/phone systems such as OpenPhone/Quo or PhoneBurner
Working knowledge of Zoom and Microsoft Teams
Comfortable using AI tools such as Claude, ChatGPT and Copilot
Clear and professional phone manner
Trustworthy, organised and detail-oriented

🎁 Benefits

100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$500 entry monthly raffle
NO TRACKER. NO PROBLEM

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