Operations Virtual Assistant for a Immigration Consulting Company in Australia (Home Based Part Time)
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AI Summary
Manage client intake, lead qualification, and CRM updates while providing administrative support to the Director. Coordinate with referral partners in Southeast Asia and assist in market expansion research for New Zealand and other regions.
• Client Intake & Lead Management
– Manage incoming leads via Facebook, Google Forms, and WhatsApp
– Pre-screen enquiries using intake questionnaires and forward qualified leads to our Client Relations Director
– Maintain and update CRM records (HubSpot / Notion / Airtable)
• Operations & Administration
– Draft and format client-facing documents, migration plans, and correspondence using AI writing tools (Claude, ChatGPT)
– Manage Director's calendar, emails, and follow-up sequences
– Maintain internal SOPs, templates, and knowledge base
• Referral Partner Support
– Coordinate communications with referral partners in Cambodia and Vietnam
– Assist in preparing partner marketing materials, training packs, and translated content
– Support onboarding of new referral partners
• Market Expansion Support
– Assist with research and content for New Zealand and Southeast Asian market development
– Help coordinate outreach to accountants, education agents, and wealth managers across target markets
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