Bilingual Spanish Project Manager

Job Title: Full-Time Portfolio Manager (Bilingual)
Location: Remote
Schedule: Full-Time

Position Overview:
We are seeking a dedicated and detail-oriented Portfolio Manager to join our team as a Bilingual Virtual Assistant (Female only). This role is ideal for someone who is highly organized, efficient in handling data gathering tasks, and has strong research and communication skills. The Portfolio Manager will be responsible for conducting research on CRMs, managing inbound calls, running email and text campaigns, writing daily blog posts, posting on social media, and performing competitor analysis. If you are proactive, tech-savvy, and passionate about portfolio management, we encourage you to apply!

Key Responsibilities:

- Data Gathering Tasks: Collect and organize important data related to portfolio management, including client information, CRM performance, and competitor strategies.

- CRM Research (Pro and Con): Conduct detailed research on CRM platforms such as Upgrade to see actual info, Adobe, and Copilot. Analyze the pros and cons of each platform to help make informed decisions.

- Inbound & Outbound Call Management: Handle inbound client calls professionally and efficiently. Make minimal outbound calls to reach clients using a script provided, ensuring excellent customer service and communication.


- Daily Blog Post: Write and publish a daily blog post related to portfolio management, business, or industry trends. Basic writing skills are required to ensure the content is clear, engaging, and professional.

- Social Media Posting: Post relevant content on social media platforms, including updates on services, industry news, or client success stories.

- Competitor Analysis: Conduct regular competitor analysis to understand industry trends, strategies, and areas for improvement.

Required Skills & Qualifications:

- Bilingual: Fluent in both English and [insert second language here] (written and spoken).
- Excellent Communication Skills: Strong written and verbal communication skills in both languages.
- Basic Writing Skills: Ability to create clear and engaging blog posts and social media content.
- Experience with CRM Systems: Familiarity with CRMs like Monday, Adobe, Copilot, or similar platforms.
- Phone Etiquette: Professional inbound call management and minimal outbound calling experience with a focus on client interaction.
- Tech-Savvy: Comfortable working with a variety of software tools for data collection, campaign management, and social media posting.
- Organized and Detail-Oriented: Ability to manage multiple tasks efficiently and effectively.
- Competitor Analysis: Experience with competitor research and analysis in a business context.
- Self-Starter: Ability to work independently with minimal supervision and take initiative to accomplish tasks.

Preferred Skills:
- Previous experience in portfolio management or working in a virtual assistant role.
- Knowledge of social media platforms and blogging tools.
- Experience with creating email and text marketing campaigns.

HOW TO APPLY ?
Send your Updated CV in PDF Format at Upgrade to see actual info along with your 2mins Self Introduction Video using Upgrade to see actual info

Notes : Compliance is a MUST