Executive Assistant supporting Learning & Development team at Aprio, a Top 20 CPA firm. Handling complex schedules, meeting logistics, and providing administrative support.
About the role
- Executive Assistant providing high-level support to the CEO and Executive Vice President at IP Pathways. Responsibilities include scheduling, correspondence, and CRM management for sales documentation.
Responsibilities
- Manage and maintain executive schedules, including scheduling meetings, appointments, and travel arrangements.
- Act as a gatekeeper for emails and calendars, ensuring effective time management.
- Prepare and edit correspondence, reports, and presentations.
- Assist in the preparation and coordination of executive meetings and events.
- Handle incoming calls, emails, and other communications on behalf of the executive team.
- Conduct research and compile data for reports and presentations.
- Maintain filing systems and ensure accurate record-keeping.
- Ensure the accuracy and timeliness of sales documentation in the CRM system, ConnectWise, across all locations.
- Monitor sales activities and follow up with the sales team to ensure updates and proper documentation.
- Pull and analyze sales reports from ConnectWise to identify discrepancies and ensure data accuracy.
- Communicate with sales teams to request updates and corrections in ConnectWise.
Requirements
- Strong organizational and time-management skills.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to handle confidential information with discretion.
- Detail-oriented with a high degree of accuracy.
- Strong interpersonal skills and the ability to work effectively with a diverse team.
- Ability to multitask and prioritize tasks in a fast-paced environment.
- Familiarity with CRM systems, preferably ConnectWise.
- Ability to work independently and take initiative.
- High school diploma or equivalent; associate or bachelor's degree preferred.
- 1-2 years of previous administrative assistant experience required.
- Experience as a user of a CRM system required.
Benefits
- Lucrative healthcare benefits and 401k with company match.
- Flexible and accommodating work schedules.
- Ongoing training and opportunities for certification.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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