Know someone who is hiring? Earn a referral bonus (details on request).
ExecWing Book a call
Role playbook

Assistant roles for Recruiting & Staffing Firms

Sourcing, recruiting coordination, credentialing, timesheet and billing roles for agencies and staffing firms. Every role is dedicated, on a customized schedule based on your needs and budget.

Overview

How dedicated assistants fit recruiting & staffing firms

Roles on this page:

  1. Sourcing assistant
  2. Recruiting coordinator
  3. Credentialing and payroll admin assistant

Recruiters earn when they talk to candidates and clients. Sourcing lists, interview scheduling, compliance documents and timesheets eat their days.

Remote assistants can own sourcing support and coordination inside your ATS. Hiring decisions remain with clients and recruiters.

Role 1 of 3

Sourcing assistant

Builds candidate lists and initial outreach per recruiter search.

Related specialization: Lead Research Assistants

Day-to-day tasks

  • Build candidate lists to requirements
  • Write first-touch messages from templates
  • Track responses
  • Load candidates into the ATS
  • Screen against knock-out criteria you set
  • Prepare search status

KPIs to track

  • Candidates added per requisition
  • Response tracking
  • ATS completeness

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • ATS (e.g. Bullhorn, Loxo, Greenhouse)
  • LinkedIn Recruiter
  • Job boards

Sample weekly cadence

MonSearch intake
DailySourcing
FriSearch status
Role 2 of 3

Recruiting coordinator

Schedules interviews and collects feedback.

Related specialization: Recruiting & HR Coordinators

Day-to-day tasks

  • Schedule interviews
  • Candidate prep emails
  • Collect feedback
  • Update stages
  • Offer paperwork logistics
  • Reference-check scheduling

KPIs to track

  • Scheduling time
  • Feedback collected

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • ATS
  • Calendar

Sample weekly cadence

DailyScheduling
FriPipeline
Role 3 of 3

Credentialing and payroll admin assistant

Tracks candidate compliance documents and timesheets.

Related specialization: Payroll Administrators

Day-to-day tasks

  • Collect onboarding documents
  • Track licenses and certifications expirations
  • Timesheet collection
  • Billing support
  • Client portal invoicing
  • Compliance reports

KPIs to track

  • Documents complete before start
  • Timesheets on time
  • Expired credentials (target: none)

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • VMS portals
  • ATS
  • Payroll system (limited)

Sample weekly cadence

MonTimesheets
WedCredentials
FriBilling
Compliance boundaries

What these roles do not do

Clear boundaries protect you, your clients and your assistant. They are written into each scope of work.

Hiring decisions and candidate evaluations stay with recruiters and clients; EEO rules apply.

I-9 verification and employment eligibility decisions stay with authorized staff.

Candidate personal data follows your privacy policy.

General information only, not legal, tax or compliance advice. Your compliance owner decides what applies to your business.

How it works

From fit call to a working role

1. Fit call

We map your workload against the roles above and recommend where to start.

2. Shortlist

You interview pre-vetted candidates screened for this industry's tools and workflows.

3. Onboarding

Least-privilege access, your SOPs and a written 30-day plan with the KPIs above.

4. Managed quality

Weekly scorecards and coaching from your ExecWing account lead.

FAQ

Recruiting & Staffing Firms roles: common questions

Bullhorn?

Yes.

Healthcare staffing credentialing?

Yes, document tracking under your policies.

Outreach volume?

Set by your recruiters and consent rules.

Next step

Which recruiting & staffing role should you start with?

Book a 20-minute fit call. We'll map your workload to these roles and tell you honestly where a dedicated assistant helps most.