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Virtual Assistant Profiles
Virtual Intake Client Specialists
At Stafi, the founders’ backgrounds are both in Sales. They successfully run global B2B sales teams and advised some of the leading companies of the world concerning their B2C sales strategies.
The typical responsibilities for a Virtual Intake Client Specialist are to…
- Screen incoming calls and emails.
- Review and record potential client claims by phone and email.
- Submit claims for review.
- Schedule appointments between potential clients and your company’s staff.
- Process and file necessary paperwork from the client and your company’s staff.
- Coordinate schedules for your clients and staff.
- Obtain signatures and other essential qualifiers from clients.
- Serve as a “friendly face” and “friendly voice” of your company.
Our Virtual Assistants speak at least two languages, English and Spanish, though many speak more.
All talent has at least a Bachelor’s degree, often times higher.
Our Virtual Assistants go through an extensive vetting process before being hired. We only choose 5-7% of the people that apply to Stafi. We perform a number of background checks, psychological tests and confirm all employment history and education credentials.
Stafi Virtual Assistants go through a strenuous foundational training course. This way, we make sure they are in possession of all the training tools they need to ace their tasks and the necessary demeanor to work under pressure. We are ALWAYS training! Every week we have both language courses and role-playing practical scenarios to review the best approach to different situations.
Our Team performs customized assistant and client pairing for best results vis-a-vis our customer and to further the ongoing relationship between our customers and our Virtual Assistants.
Stafi’s Virtual Assistants are closely supervised and supported by our own seasoned managers to make sure they are getting their work done on schedule.
Virtual Legal Assistant
A Virtual Legal Assistant acts as an extension of the attorney they work for, focusing largely on administrative work. This frees up the most valuable resources at the firm to increase billable hours.
Virtual Legal Assistants are one Stafi’s most recommended positions for lawyers since they enhance day-to-day operations at legal practices. Furthermore, they advance customer experience and client relations.
The typical administrative workload for a Stafi Virtual Legal Assistant looks something like this, depending on which area you need assistance in:
- Assisting in the drafting and editing of legal documents, including trial preparation briefs.
- Performing legal research, data entry, and writing.
- Creating lawyer presentations.
- Keeping electronic client and stakeholder correspondence up to date.
- Reviewing and managing contracts.
- Invoicing and legal accounting.
Our Virtual Assistants speak at least two languages, English and Spanish, though many speak more.
All talent has at least a Bachelor’s degree, often times higher.
Our Virtual Assistants go through an extensive vetting process before being hired. We only choose 5-7% of the people that apply to Stafi. We perform a number of background checks, psychological tests and confirm all employment history and education credentials.
Stafi Virtual Assistants go through a strenuous foundational training course. This way, we make sure they are in possession of all the training tools they need to ace their tasks and the necessary demeanor to work under pressure. We are ALWAYS training! Every week we have both language courses and role-playing practical scenarios to review the best approach to different situations.
Our Team performs customized assistant and client pairing for best results vis-a-vis our customer and to further the ongoing relationship between our customers and our Virtual Assistants.
Stafi’s Virtual Assistants are closely supervised and supported by our own seasoned managers to make sure they are getting their work done on schedule.
Virtual Marketing Assistant
Background and experience of Stafi Marketing Assistants vary greatly from resource to resource, depending on their role. Some might be savvy in web analytics and tracking tools, while others might be proficient in the social media platform arena. Like with all of our Virtual resources, we are not here to dictate your strategy, but to supply you with best-in-class Stafi assistants.
Typical Virtual Marketing Assistant responsibilities might include some of the following:
- Assist with the web design and development (including print campaigns).
- Help create sales materials (i.e., presentations, banners, mailings, brochures, decks) and establish sales strategies.
- Develop promotional marketing and traditional ads.
- Monitor online traffic and report results.
Our Virtual Assistants speak at least two languages, English and Spanish, though many speak more.
All talent has at least a Bachelor’s degree, often times higher.
Our Virtual Assistants go through an extensive vetting process before being hired. We only choose 5-7% of the people that apply to Stafi. We perform a number of background checks, psychological tests and confirm all employment history and education credentials.
Stafi Virtual Assistants go through a strenuous foundational training course. This way, we make sure they are in possession of all the training tools they need to ace their tasks and the necessary demeanor to work under pressure. We are ALWAYS training! Every week we have both language courses and role-playing practical scenarios to review the best approach to different situations.
Our Team performs customized assistant and client pairing for best results vis-a-vis our customer and to further the ongoing relationship between our customers and our Virtual Assistants.
Stafi’s Virtual Assistants are closely supervised and supported by our own seasoned managers to make sure they are getting their work done on schedule.
Virtual Executive Assistant
The role of the secretary/PA has evolved dramatically over the years. It is now an integral part of how any business owner is able to juggle so many responsibilities. Stafi Executive Assistants are your go-to person. Responsible for completing a variety of tasks for you, their assigned Executive, they invariably draft a daily tactical list so you can concentrate on strategy.
So the question begs:
HOW VALUABLE IS YOUR TIME?
WHAT IS THE BEST USE OF YOUR TIME AND BRAINPOWER?
Here is a very small subset of the things our Virtual Executive Assistants do for our customers today. How will you use Stafi?
- Answer and screen phone calls.
- Book appointments.
- Manage personal and professional calendars.
- Run repetitive reports and tasks.
- Record sales lead generation.
- Research, plan, and book travel arrangements.
- Prompt and answer customer service emails, and supervise tickets and phone calls.
- Respond to and organize emails.
- Perform online research and book vendors.
- Order household and office supplies.
- Research and plan family activities.
- Remember birthdays and order gifts.
Our Virtual Assistants speak at least two languages, English and Spanish, though many speak more.
All talent has at least a Bachelor’s degree, often times higher.
Our Virtual Assistants go through an extensive vetting process before being hired. We only choose 5-7% of the people that apply to Stafi. We perform a number of background checks, psychological tests and confirm all employment history and education credentials.
Stafi Virtual Assistants go through a strenuous foundational training course. This way, we make sure they are in possession of all the training tools they need to ace their tasks and the necessary demeanor to work under pressure. We are ALWAYS training! Every week we have both language courses and role-playing practical scenarios to review the best approach to different situations.
Our Team performs customized assistant and client pairing for best results vis-a-vis our customer and to further the ongoing relationship between our customers and our Virtual Assistants.
Stafi’s Virtual Assistants are closely supervised and supported by our own seasoned managers to make sure they are getting their work done on schedule.