Office Assistant Or Office Secretary Job

Office Assistant Or Secretary
Location : 0189 West Sample Rd, Coral Springs, FL 33065
Salary : $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 Reporting

Prepare 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 priorities

2) 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 Experience

Experience 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 onboarding

Knowledge 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 Management | Administrative Support*

## What Success Looks Like

The successful candidate will ensure that:

* Every lead receives timely follow-up.
* CRM records remain accurate and current.
* Appointments are properly scheduled and confirmed.
* Merchant applications move efficiently through underwriting.
* Missing documents are followed up promptly.
* Approved merchants receive their equipment and installations on time.
* Merchant issues are tracked through resolution.
* Sales representatives remain accountable for pending activities.
* Management receives accurate daily and weekly sales reports.
* No important lead, application, installation, merchant request, or follow-up is overlooked.

## About Local POS Depot

Local POS Depot provides businesses with *POS systems, payment processing solutions, merchant services, equipment, installation, and ongoing business support*. We work closely with merchants to help them select, implement, and maintain solutions that support their day-to-day business operations.

We are looking for someone who can become the operational backbone of the sales department and help create a smooth experience from the *first merchant conversation through application, approval, installation, and ongoing account support*.

*Preferred:* Experience in *POS systems, merchant services, payment processing, sales coordination, CRM, or customer support*.

Local POS Depot was built after seeing how local business owners struggled with confusing POS options, slow support, and corporate providers who were hard to reach. We wanted to create a place where owners could see systems in person, ask questions, get honest guidance, and receive support from a real local team.