Administrative / Virtual Assistant (Practice Experience) – Remote
Handled and organized client information records in a CRM to support structured data maintenance and data collection workflows. Created and updated digital client interaction notes to ensure information quality for downstream use. Tracked tasks and meeting-related details to maintain consistent, searchable text data across client contacts. • Used HubSpot CRM for contact management and record organization • Managed email and calendar items tied to client communications • Maintained digital records and interaction notes • Supported customer communication through structured data updates