Executive Assistant
4 weeks ago
Responsibilities:
- Prospect Research:
- Build prospect lists for outreach based on specified criteria (location, industry, size) using various databases
- Compile contact information (email, phone) for business owners from diverse sources, including databases, LinkedIn, and company websites
- Identify opportunities to personalize outreach by uncovering personal interests, hobbies, and past associations of targeted individuals
- Monitor websites of intermediaries for new business deals aligning with acquisition criteria
- CRM Management:
- Perform data entry related to ongoing deals and transactions
- Update and maintain contact information within the CRM system
- Monitor tasks, deadlines, and email campaigns within the CRM
- Expense Tracking:
- Update and manage business and personal expense tracking in different software systems (Monarch Money, QuickBooks)
- Produce monthly reports showcasing spending by category and comparisons against budgets
- Communication Support:
- Draft professional emails and social media messages, particularly on LinkedIn
- Data Management:
- Proficient in data entry and data management
- Experience using CRM systems for contact and deal management
- Communication:
- Excellent written communication skills, especially in crafting professional emails and social media messages
- Task Management:
- Effective at managing tasks, providing updates, and ensuring projects progress in a timely manner
- Technical Proficiency:
- Experience with Microsoft Excel, CRM systems, and Google Apps
- Familiarity with expense tracking software (Monarch Money, QuickBooks)
- Excellent communication skills (written and verbal)
- Previous experience in a similar executive support role, preferably in a business development or acquisition context
- Proven ability to adapt to evolving responsibilities and a willingness to take on diverse tasks
- Exceptional organizational skills and attention to detail
- Ability to work independently and prioritize tasks effectively
- Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently
- Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you
- Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard
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