Any
tbd
TBD
Sep 30, 2026
*We are looking for an experienced Administrative Operations Specialist who is highly organized, proactive, and knowledgeable in using AI and automation to improve daily operations, administrative workflows, and sales processes.
*The ideal candidate should be comfortable working independently, supporting multiple areas of the business, and finding smarter and more efficient ways to complete repetitive or time-consuming tasks.
Responsibilities
-Handle daily administrative and operational tasks.
-Manage
-Maintain and update CRM systems and other business platforms.
-Assist with scheduling, follow-ups, client communication, and documentation.
-Support sales and lead-management processes.
-Organize and improve administrative workflows.
-Use AI tools to streamline repetitive tasks, research, communication, reporting, data organization, and business processes.
-Identify opportunities where automation can save time or improve efficiency.
-Help create automated workflows for lead follow-up, sales, reminders, task management, and internal processes.
-Work with CRM and automation platforms to improve how information moves between systems.
-Use AI responsibly to improve productivity while reviewing work for accuracy.
-Research and test new AI tools and automation solutions that may benefit the company.
-Help document processes and create clear systems or standard operating procedures.
-Coordinate with team members and support management priorities.
-Complete assignments independently and follow through until completion.
*Qualifications
-Previous experience in administrative operations, business support, or a similar role.
-Strong knowledge and active use of AI tools and automation.
-Experience using AI to improve real business workflows—not just basic content generation.
-Understanding of CRM systems, lead management, and sales processes.
-Experience with automation platforms or workflow tools is highly preferred.
-Strong organizational and problem-solving skills.
-Excellent attention to detail and accuracy.
-Strong written and verbal communication skills.
-Comfortable learning new software and technology.
-Able to manage multiple responsibilities and deadlines.
-Proactive and able to identify ways to improve existing processes.
-Able to work independently with minimal supervision while also being a strong team player.
-Reliable and consistent high-speed internet connection.
Must have a backup internet connection available in case of outages.
-Must have a dependable computer and professional work setup.
*Experience in real estate, mortgage, tax, financial services, sales operations, CRM systems, AI automation, or lead-generation businesses is a plus.
*We are looking for someone who can combine strong administrative skills with operational thinking, AI, and automation to help the company work smarter, improve sales processes, and grow more efficiently.