Virtual Assistant – Admin Assistant (Roofing Industry Support) WFH

Client's Mission, Vision, & Core Values

Mission

To deliver exceptional roofing solutions with unwavering integrity and superior quality, ensuring complete customer satisfaction on every project.

Vision

We deliver up front, straight-forward solutions that serve our local communities.

Core Values

Integrity | Quality | Ownership | Growth

This position requires proficiency in Microsoft Office Suite, Adobe, Canva, and popular social media platforms such as Instagram and Facebook.

We are looking for someone with a servant heart, who thrives in a fast-paced environment and is passionate about contributing to a company's growth through precision and service.

Key Responsibilities

• Manage and organize calendars, appointments, and email correspondence
• Create, document, and store Standard Operating Procedures (SOPs) and task walkthroughs
• Maintain internal systems and trackers to ensure all tasks and projects are up-to-date
• Coordinate with the team to ensure timely completion of tasks and process adherence

• Provide administrative support to the sales team by tracking leads, appointments, and follow-ups
• Oversee CRM to ensure sales workflows are being followed and data is kept current
• Make outreach attempts (email/SMS/phone) to engage leads and nurture prospects
• Support estimating tasks including drafting and organizing proposals and estimates

• Assist in planning, creating, and posting content on Instagram and Facebook
• Use Canva or similar tools to design marketing materials when needed
• Coordinate social media scheduling and maintain an organized posting calendar

• Support insurance-related tasks including file management, claim tracking, and communications
• Ensure documents and records are updated, accessible, and compliant with internal protocols

• 2+ years of administrative or virtual assistant experience
• Proficiency in Microsoft Office Suite, Adobe, Canva, and CRM platforms
• Strong written and verbal communication skills in English
• Organized, detail-oriented, and able to manage multiple tasks independently
• Experience with outreach via email, phone, and SMS
• Self-starter with a strong work ethic and commitment to excellence