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.
Personal Assistant to Regional Managing Partner at Thompsons Solicitors, the UK's leading trade union law firm. Responsible for managing diaries, meetings, and administrative support.
Virtual Assistant providing comprehensive administrative and clerical support for equipment rental operations. Focus on invoicing, financial reconciliation, and document quality checking.
Personal Executive Assistant optimizing efficiency for C - level executives. Involved in logistics, travel arrangements, and household tasks with a hybrid work setup.
Executive Assistant supporting CEO and CFO in managing day - to - day activities for a tech company. Organized and proactive role coordinating communications, meetings, and travel arrangements.
Executive Assistant supporting the CEO of Bearpaw, a fast - growing archery brand. Managing operations to free CEO for strategic tasks and growth initiatives.
Executive Assistant supporting the COO for Insurance, Pensions & Investments at Lloyds Banking Group. Involved in managing the executive office and influencing operational decisions.
Executive Assistant to Chief Operating Officer at Lloyds Banking Group, managing day - to - day operations and influencing team strategies in finance sector.
Executive Assistant providing high - level support such as calendar management and meeting coordination at CrossCountry Mortgage. Involves communication, scheduling, and project management.
Executive Assistant providing high - level support including calendar management and client coordination at CrossCountry Mortgage. Handling communications and assisting with event planning for the team.