Executive Assistant

Job Highlights

Using AI ⚡ to summarize the original job post

Responsibilities

• Manage and maintain executive calendars, including scheduling meetings, appointments, and calls.
• Prepare and edit correspondence, reports, presentations, and other documents.
• Handle and prioritize incoming emails, phone calls, and other communications.
• Coordination and scheduling of sales qualified leads (SQLs).
• PowerPoint preparation for outside sales presentations.
• Arrange travel and accommodation for trips, including itinerary management.
• Personal Assistance.
• Organize, coordinate, and attend meetings, including preparing agendas, taking minutes, and following up on action items.
• Coordination with various departments to gather necessary information and resources.
• Conducting research on trends, competitors, and other relevant topics to provide insights to Visionary / CEO.
• Review and approve timesheets.
• Primary point person / liaison between Visionary / CEO and employees and clients.
• Assistance in planning and execution of projects to ensure deadlines are met.
• Update scorecards to track company / department metrics.
• Update social media posts.
• Record time and notes for Visionary / CEO in CRM software, ConnectWise.

Qualifications

Required

• Strong skills in managing schedules, coordinating meetings, and handling multiple tasks.
• Attention to detail in managing documents, correspondence, and scheduling.
• Effective prioritization of multiple tasks and deadlines.
• Clear and professional interaction with executives, clients, and staff.
• Proficiency in drafting and editing emails, reports, and other documents.
• Ability to work well with diverse teams and manage relationships effectively.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), or other relevant software.
• Experience with CRM systems or other database tools.
• Skills in managing projects, tracking progress, and ensuring deadlines are met.
• Efficiently using resources and managing budgets if needed.
• Maintaining confidentiality and exercising discretion with sensitive company information and executive matters.
• Ability to anticipate needs, solve problems proactively, and handle unexpected issues.
• Making informed decisions quickly and efficiently.
• Ability to adapt to changing priorities and handle a variety of tasks as needed.
• Maintaining composure under pressure and managing stress effectively