• Working as a virtual member and operational point of contact for advisors’ offices • Collaborating with various internal operational teams to research and resolve complex issues • Managing client data in Commonwealth’s CRM platform

• Coordinate daily benefits processing. • Handle enrollments, qualifying life events, terminations, COBRA, demographic/employment changes and beneficiary updates. • Assist with maintenance of employee benefits files, maintain benefits platform and update employee payroll records, as needed. • Serve as a contact for customer’s group plan vendors and third-party administrators. • Assist in transferring data in support of services, premiums and plan administration. • Assist with regularly scheduled audit & review of monthly billings for client’s group plans and help with reconciling discrepancies. • Provide customer service support to client liaisons and/or client employees, such as addressing benefit inquiries and complaints from client employees to ensure a quick, accurate and courteous resolution. • Maintain contact with Centricity client liaisons and/or client employees by phone or e-mail to facilitate proper utilization of benefits. • Collaborate with colleagues in the HR and Payroll departments to ensure accurate processing and exceptional execution of services to clients.

• Carry out a variety of administrative duties as a virtual assistant • Answer emails and provide customer service • Handle email marketing and scheduling meetings • Fulfill e-commerce orders and perform other adhoc tasks • Keep retail and wholesale e-commerce platforms up to date with promotions and discounts • Manage all e-commerce pricing, inventory, and updates with new products • Optimize platforms with updated keywords and trends • Create a monthly social media calendar and post • Send out email newsletters and campaigns via Email and Mailchimp • Provide customer support for all e-commerce clients and buyers • Attend meetings and keep track of minutes • Direct team members like graphic artists and copywriters • Maintain statistics and records in operational reports • Carry out additional tasks as needed • Enter invoices and customers in QuickBooks • Manage Inventory File

- Managing and organising **invoicing** - General **CRM administration** and data upkeep - **Building & Pest (B&P) administration** - **Conveyancer coordination and admin** - Sending **exchanged contracts to brokers** - Managing **emails** and inbox triage - Organising and sending **client merch packs** - Organising **pre-settlement inspections** - Requesting and managing **rental appraisals** - Liaising with **property managers** - Coordinating communication with **trades** - Supporting **post-exchange** and pre-settlement processes** - Day-to-day **client communications** - Liaising with **agents** when required - Managing ongoing **deal-related correspondence** - Acting as a professional point of contact across transactions** - **Calendar management** - Coordinating **travel arrangements** - Keeping key dates, deadlines, and follow-ups on track** - Preparing **Comparative Market Analyses (CMA)** - Assisting with admin tasks linked to deal evaluation and reporting