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Virtual Assistant for HR Consultancy

Closed
Clariti Group Inc.
Clariti Group Inc.
Ottawa, Ontario, Canada
Tara Azulay
She / Her
Founding Partner
Project
Academic experience or paid work
120 hours of work total
Participant
Ottawa, Ontario, Canada
Intermediate level

Project scope

Categories
Accounting Training & development Operations Lead generation Social media marketing
Skills
coaching canva (software) newsletters sales prospecting consulting management search engine optimization customer relationship management surveys bookkeeping
Details

We are a boutique career & leadership coaching/consulting company based in Ottawa serving clients across Canada. We are looking for a virtual assistant to support the 2 Founders of the organization with daily tasks to free up their time to focus on client-facing business development.

Deliverables

CLIENT ACTIVITIES

  • maintain & clean-up of company CRM (ZohoCRM)
  • send out prospecting emails (templated) & schedule discovery calls/meetings for Founders
  • sending onboarding emails to new clients
  • set up new clients in job search management platform (CareerJSM)
  • set up new client psychometric assessments (Psychometrics) & send reporting to respective coach
  • send out client satisfaction surveys (both individual & organization - ZohoSurvey) & send survey feedback to coaches on a quarterly basis
  • Create & monitor sessions and/or programs, generate broadcast comments, produce insight reports on Habit Builder platform

FINANCE

  • send payment reminders on overdue invoices
  • set up electronic funds transfer with new clients
  • enter Founder's monthly expenses into bookkeeping system (ZohoBooks)


MARKETING 

  • create quarterly newsletters (Canva)
  • Daily posts to FB and LinkedIn (curate articles from various sources, rotate topics) 
  • sit in on calls with SEO provider & make suggestions on content


EMAIL MANAGEMENT 

  • Monitor general company inbox for website inquiries for services 
  • Go through “Other” folders for Founders and deal with accordingly (unsubscribe from junk) 
  • Go through Junk email folders daily and deal with accordingly (unsubscribe from junk) 
Mentorship

Learners will have access to both Founders for any questions. They will require a home office set up (computer, phone) but will be given access to the required cloud platforms/technology to complete the work.

About the company

Company
https://www.claritigroup.ca
Ottawa, Ontario, Canada
Business services, Human resources & recruitment

Clariti Group was born out of a fundamental desire to help individuals and employers make informed decisions around career and leadership. We aspire to share the lessons we’ve learned from our 50+ years of combined experience with others who may be facing career challenges, transition, leadership, or organizational development considerations. We’re committed to providing clear and comprehensive services that genuinely add value.

Our mission is simple: to help individuals and teams achieve great careers and great workplaces.