Overview

Office Assistant Or SecretaryLocation : 0189 West Sample Rd, Coral Springs, FL 33065Salary : $2800 to $3500 Per Month (Fulltime W2)Doors, payment processors, and business partners. Request application and underwriting updates. Obtain training links and product information. Request marketing materials and sales resources. Track demo-device requirements. Obtain reseller information, shipping updates, and support contacts.1)Sales ReportingPrepare daily and weekly reports covering: New leads Calls and follow-ups Appointments Applications submitted Pending applications Merchant approvals Declined applications POS installations Lost opportunities Pending merchant requirements Next actions and follow-up priorities2) Email & Administrative Support Draft routine merchant, vendor, and partner emails. Organize sales-related correspondence. Maintain digital folders and merchant documentation. Prepare meeting notes. Maintain sales task lists. Flag urgent emails, requests, and merchant issues for the Sales Head.3)Proposal & Sales Material Preparation Prepare approved merchant quotations. Create POS and processing comparison sheets. Assist with presentations and proposals. Send brochures and equipment information. Prepare merchant-facing documents using approved company templates and pricing.4) Existing Merchant Follow-Up Conduct routine satisfaction follow-ups with existing merchants. Identify service or support requirements. Ask merchants about additional locations, equipment, or services they may require. Identify potential cross-selling and upselling opportunities. Route technical issues to the appropriate support team, processor, or vendor.5) Sales Team Coordination Collect activity updates from sales representatives. Maintain sales representative activity reports. Remind team members about pending documentation and follow-ups. Coordinate sales meetings and training sessions. Organize approved sales resources and materials.6) Basic Customer Service Triage Receive routine merchant questions and service requests. Document merchant concerns accurately. Determine the appropriate team, processor, vendor, or support contact. Track issues until resolution. Escalate urgent, sensitive, or unresolved merchant issues to management.7) Task & Deadline Management Maintain a master pending-action tracker. Monitor leads, merchant applications, installations, partner requests, and customer issues. Follow up internally and externally on overdue tasks. Ensure important sales commitments and merchant requests do not fall through the cracks.8) Required Qualifications Strong communication and interpersonal skills. Excellent organizational and follow-up abilities. Strong attention to detail and documentation. Comfortable communicating with business owners, vendors, processors, and internal sales teams. Ability to manage multiple priorities and deadlines simultaneously. Professional telephone and email communication skills. Working knowledge of Microsoft Office, Google Workspace, or similar business applications. Comfortable working with CRM systems and maintaining accurate records. Ability to handle confidential merchant and business information professionally. Strong problem-solving and coordination abilities. Customer-service-oriented attitude.9) Preferred ExperienceExperience in one or more of the following areas is highly preferred: POS systems Merchant services Credit card/payment processing Retail technology Sales coordination Sales administration CRM management Customer success Account management Payment processing underwriting Merchant onboardingKnowledge of POS platforms, payment terminals, merchant applications, processors, equipment deployment, and merchant onboarding would be an advantage.10)Key Skills CRM Management Sales Coordination Merchant Support Customer Service Merchant Onboarding POS Systems Payment Processing Calendar Management Application Processing Underwriting Coordination Vendor Management Reporting Documentation Follow-Up Managemen