⢠Client Intake & Lead Management
â Manage incoming leads via Facebook, Google Forms, and WhatsApp
â Pre-screen enquiries using intake questionnaires and forward qualified leads to our Client Relations Director
â Maintain and update CRM records (HubSpot / Notion / Airtable)
⢠Operations & Administration
â Draft and format client-facing documents, migration plans, and correspondence using AI writing tools (Claude, ChatGPT)
â Manage Director's calendar, emails, and follow-up sequences
â Maintain internal SOPs, templates, and knowledge base
⢠Referral Partner Support
â Coordinate communications with referral partners in Cambodia and Vietnam
â Assist in preparing partner marketing materials, training packs, and translated content
â Support onboarding of new referral partners
⢠Market Expansion Support
â Assist with research and content for New Zealand and Southeast Asian market development
â Help coordinate outreach to accountants, education agents, and wealth managers across target markets