Administrative Roles

Admin Support That Powers Daily Momentum

Our virtual assistants and data experts handle the time-consuming tasks so your team can stay focused, responsive, and strategic.

Our Administrative and Virtual Assistant talent is built to operate as AI-Amplified™ support, combining skilled professionals with intelligent workflows to keep daily operations running smoothly and efficiently. To ensure the fit works in practice, not just on paper, you can begin with our 30-Day Prove-It Deployment™, where you see Admins and VAs working directly inside your systems and processes before committing long term.

Check out our Administrative Roles
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Each administrative role below can be deployed through our 30-Day Prove-It Deployment™, allowing you to validate workflow fit and output quality in real conditions before scaling.

Customer & Technical Support Assistant

Overview:
Provides frontline support to customers by resolving inquiries and basic technical issues across communication channels.

Core Responsibilities:

  • Respond to customer questions via phone, chat, email, or help desk platforms.
  • Troubleshoot simple technical problems using scripts or knowledge base articles.
  • Escalate complex issues to specialized teams as needed.
  • Document interactions and solutions in support or CRM systems.
  • Assist with product education, FAQs, or onboarding support.
  • Monitor open cases to ensure timely resolution and satisfaction.

Sales & Marketing Assistant

Overview:
Assists sales and marketing teams with administrative, research, and outreach tasks to drive pipeline growth and campaign execution.

Core Responsibilities:

  • Conduct market research and compile prospect lists.
  • Support email campaigns, CRM updates, and lead management.
  • Prepare presentations, proposals, and marketing materials.
  • Schedule meetings, demos, or follow-ups for sales teams.
  • Assist with social media, content posting, or website updates.
  • Track marketing performance and compile basic reports.

Administrative & Operations Assistant

Overview:
Supports day-to-day administrative tasks and operational processes to keep business functions organized and efficient.

Core Responsibilities:

  • Manage schedules, emails, and meeting coordination.
  • Maintain digital filing systems, databases, and documentation.
  • Assist with expense reports, travel arrangements, and vendor coordination.
  • Support operational workflows such as onboarding, reporting, or task tracking.
  • Handle general office or remote administrative tasks as assigned.
  • Provide reliable administrative support to teams or departments. 

Executive Assistant / Chief of Staff

Overview:
Provides high-level administrative and strategic support to executives, optimizing schedules, communications, and project execution.

Core Responsibilities:

  • Manage calendars, meetings, travel, and correspondence for executives.
  • Act as a liaison between leadership and internal/external stakeholders.
  • Prepare reports, presentations, and strategic briefing materials.
  • Oversee key projects, ensuring alignment with executive priorities.
  • Support confidential tasks, information handling, and decision preparation.
  • Anticipate leadership needs and proactively solve administrative challenges.

Excel & Automation Specialist

Overview:
Combines advanced Excel skills with automation tools to streamline workflows, improve reporting, and reduce manual tasks.

Core Responsibilities:

  • Develop complex spreadsheets, formulas, and pivot tables for reporting and analysis.
  • Automate repetitive tasks using macros, VBA, or low-code platforms like Zapier.
  • Build templates, dashboards, and calculators to support business functions.
  • Troubleshoot and maintain data accuracy within automated workflows.
  • Collaborate with teams to optimize processes and enhance efficiency.
  • Train users on Excel best practices and automation tools.

Data Quality & Research Assistant

Overview:
Ensures data integrity through quality checks, research, and validation. Supports projects with reliable information gathering and data management.

Core Responsibilities:

  • Conduct data audits, clean-up tasks, and consistency checks.
  • Research missing, outdated, or inaccurate data through online or internal sources.
  • Maintain databases, spreadsheets, and records with a focus on completeness and accuracy.
  • Assist with compiling research reports or lead lists.
  • Support teams with data verification and documentation for compliance.
  • Monitor data entry processes to ensure adherence to quality standards.

 

Data Analyst (Entry to Mid-Level)

Overview:
Analyzes datasets to extract insights, build reports, and support decision-making. Transforms raw information into actionable business intelligence.

Core Responsibilities:

  • Collect, organize, and analyze data from internal and external sources.
  • Develop reports, dashboards, and visualizations using Excel, Power BI, or similar tools.
  • Identify patterns, trends, and anomalies in datasets.
  • Collaborate with teams to interpret findings and support projects.
  • Maintain data accuracy and ensure analysis aligns with business objectives.
  • Support data-driven decision-making with insights and recommendations.

Data Entry Specialist

Overview:
Responsible for accurately entering, updating, and maintaining data across business systems. Ensures information integrity and supports operations with reliable, organized records.

Core Responsibilities:

  • Enter, update, and verify data in spreadsheets, databases, or CRM platforms.
  • Perform data cleansing and validation to maintain accuracy.
  • Manage large volumes of repetitive data entry with speed and precision.
  • Cross-reference and correct discrepancies in records.
  • Organize digital files and support document management processes.
  • Assist with generating simple reports or summaries from data sources.

Bold’s 30-Day   Deployment™

Prove Talent Before You Commit

We place a fully vetted AI-Amplified™ associate into your role for 30 days, working inside your team, tools, and workflows. You evaluate output, communication, and fit in real time. If it works, continue seamlessly. If you’re unsatisfied within the first 40 hours, you walk away free of charge.

(Terms and Conditions apply)

Don’t Love the Service? We’ll Rip Up the Invoice.

Go Beyond Staffing with
AI-Amplified Talent™

We combine skilled professionals with powerful AI tools to work faster and smarter. Curious how? Join our AI-First Quick Start Call to see how we implement them.

Discover Our Full Administrative Services Expertise

Exploring our Administrative Specialist Roles? Go further and see how our Administrative Services Expertise empowers operations with precision, structure, and excellence.

From calendar and correspondence management to executive support and workflow optimization, our Administrative Services Expertise page brings together the tools, talent, and strategies that drive business efficiency.

Why Partner with Bold Business for Your Data Entry and Analysis Needs?

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