Role Structure & Expectations
- Part-time role (approximately 10–12 hours per week to start)
- Hybrid structure: in-person meetings weekly (or more initially), transitioning to mostly remote
- Support-focused position designed to strengthen existing systems and relationships
- This role is best suited for someone who values learning and professional development. As skills, efficiency, and responsibility expand, compensation can grow accordingly.
Administrative & Systems Support
- Support day-to-day business operations with a focus on organization, consistency, and follow-through
- Manage and reconcile information across multiple platforms (CRM, spreadsheets, email systems, marketing tools)
- Create, maintain, and update spreadsheets used for tracking clients, activity, and workflows
- Assist with inbox organization, scheduling, and task prioritization using established systems
Client & Relationship Support
- Help maintain ongoing contact with clients and referral partners in a professional, relationship-driven manner
- Conduct outreach to applicants who have started but not completed key steps in the process
- Perform weekly check-ins with pre-approved clients to maintain engagement and surface questions or needs
- Communicate in a way that reflects the business owner’s voice, tone, and standards
Relationship Marketing & Client Touchpoints
- Build and maintain a birthday tracking system for past, current, and future clients
- Manage the monthly process of preparing, handwriting, and mailing birthday cards, including coordinating small enclosed items and ensuring timely delivery
- Support thoughtful, relationship-based client touchpoints that reinforce long-term trust
Operational & Business Support
- Assist with light expense tracking and basic reporting
- Provide general operational support as needs arise, with a focus on reliability and discretion
Job Type: Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 10 – 12 per week
Benefits:
- Flexible schedule
- Health insurance
- Vision insurance
Work Location: Hybrid remote in Bethel, CT 06801