Executive Assistant @ Claire Myers Consulting | Jobright.ai
JOBSarrow
RecommendedLiked
0
Applied
0
Executive Assistant jobs in United States
200+ applicantsPosted by Agency
job-post-linkOriginal Job Post
company-logo

Claire Myers Consulting ยท 2 days ago

Executive Assistant

positionUnited States
timePart-time
remoteRemote
seniorityEntry Level
money$20/hr - $30/hr

Wonder how qualified you are to the job?

ftfMaximize your interview chances
ConsultingHuman Resources

Insider Connection @Claire Myers Consulting

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Anticipate the needs of the leader to allow for a seamless flow during the day
Outreach via phone to existing and potential clients
Manage Outlook Calendar and make changes as necessary
Email follow-ups with prospects & existing clients as needed
Manage CRM (Microsoft Dynamics); Detailed notes from each call and meeting
Manage the flow of communication between the leader and team members using technology (Phone, Slack, CRM and Email)
Read, monitor, and delegate the leader's email inbox
Draft, review and send communications on behalf of company leader
Set meetings with potential new clients, and proactive communication with clients throughout all stages of the sales cycle
Organize and maintain client and business files
Conduct oneself with an elevated level of professionalism among team members and clientele
Research new client prospects and prospecting opportunities
Complete administrative tasks as identified to leverage leader's time

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Administrative ExperienceFinancial PlanningOutlook Calendar ManagementIT LiteracyExcelWord for WindowsMicrosoft PowerPointProblem-SolvingAttention to DetailOrganizational SkillsTime ManagementInterpersonal SkillsSelf-ManagementConfidentialityTeamwork

Required

Experience in an administrative capacity; Experience in the financial planning field is desired
Excellent written and verbal communication skills
Extensive Outlook Calendar Management skills
Excellent problem-solving skills
Extremely high attention to detail
Proven organizational and time management skills and ability to multitask, set priorities, and meet deadlines
Understanding of the dynamic of an interdependent team
Ability to self-manage
IT literacy including intermediate skills in Excel, Word for Windows, and Microsoft PowerPoint
Ability to maintain confidentiality
Desire to support others and a thorough understanding of the need for teamwork

Company

Claire Myers Consulting

twittertwitter
company-logo
Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
dateFounded in 2017
location
Sonoma, California, USA
people-size2-10 employees
web-link
http://www.clairemyersconsulting.com

Funding

Current Stage
Early Stage

Leadership Team

C
Claire M. Vitale
Founder
linkedin
leader-logo
Erin Elder, Ed.D.
Sr. Partnerships Manager
linkedin
Company data provided by crunchbase
logo

Orion

Your AI Copilot