Office Assistant Administrative Support

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 .