Executive Assistant
CurrentAs an Executive Assistant, I play a crucial role in managing day-to-day office tasks and supporting the President. I am responsible for responding to questions and requests for information, filtering calls to the President based on their level of importance, and sending out marketing materials as requested.In addition, I log potential client calls in Pipedrive, our sales CRM tool, and book appointments with clients and the President. I prepare and manage proposals for review by clients based on their needs, keeping Pipedrive up to date with client information. I also report sales performance and overdue tasks to the President and email clients on their behalf upon request.As the main point of contact for answering calls and educating potential customers about our services, I help with internal reports, meetings, and other procedural items. I collect feedback and testimonials from customers after delivery of work and document any errors, allowing us to develop a guide to quality.I gather market information required for certain business plans, perform research upon request by the President, and research market data and tools for business planning and feasibility studies, such as census data, maps, industry data, and financial data. Additionally, I proofread and make minor adjustments to business plans and other documents upon request and issue recommendations to the President upon observation of any deficiencies in our procedures, ensuring that we are always operating at peak efficiency.
