Job Summary: 

• Assist with preparation and planning for group meetings, 1-on-1s with the Sales team,
• Prepare and/or edit documents in Google Slides and Google Sheets with proficiency and accuracy
• Work with the Salesforce CRM system to access information and assist with reports
• Review and summarize sales data, metrics, and reports within Salesforce
• Work with an 8x8 phone system to pull call recordings for the Director of Sales
• Support the Advisor team with expense reports 
• Support Sales team on Lead Management activities
• Assist Director of Sales in tracking KPIs on various projects and initiatives (from existing reporting)
• Work with other members of the Sales team to complete assigned tasks
• Prepare meeting agendas as well as meeting notes and action items
• Assist with calendar management, scheduling, and rescheduling when needed

Skills on Resume: 

• Meeting Preparation (Soft Skills)
• Google Docs Editing (Hard Skills)
• Salesforce CRM (Hard Skills)
• Data Analysis (Hard Skills)
• 8x8 System (Hard Skills)
• Expense Support (Soft Skills)
• Lead Management (Soft Skills)
• Calendar Management (Soft Skills)

Job Summary: 

• Maintain relationships with new and existing referral partners
• Answer/make calls from/to referral partners and providing information on services
• Provide updates to the team on communications with referral partners
• Keep referral partners updated on new systems, products, and services
• Provide support to a team where needed
• Read and analyze credit reports
• Update job knowledge by participating in educational opportunities.
• Accomplish department and organization mission by completing related results

Skills on Resume: 

• Relationship Management (Soft Skills)
• Communication (Soft Skills)
• Team Updates (Soft Skills)
• Product Knowledge (Hard Skills)
• Team Support (Soft Skills)
• Credit Report Analysis (Hard Skills)
• Continuing Education (Soft Skills)
• Goal Achievement (Soft Skills)

Job Summary: 

• Managing a large volume of financial and other operational details
• Generating appropriate paperwork required for financial transactions
• Creating agendas and reports for clients and prospects
• Inputting new data into the contact management system Redtail
• Assisting to ensure the office complies with financial regulations and implementing new policies and procedures
• Tracking all advisor tasks for existing clients and prospects and sending reminders until completion
• Reporting back in on all operations-related assignments in an efficient and timely manner to other staff on tasks completed and the next steps required
• Providing excellent client service through written and verbal communication in the advisor’s absence
• Maintaining files, electronic files, and office organization

Skills on Resume: 

• Financial Management (Hard Skills)
• Transaction Documentation (Hard Skills)
• Report Creation (Hard Skills)
• Data Entry (Hard Skills)
• Compliance Management (Hard Skills)
• Task Tracking (Soft Skills)
• Operations Reporting (Soft Skills)
• Client Service (Soft Skills)

Job Summary: 

• Coordinate and fully own the experience, agenda, information, and logistics during international/high-rank Apple team visits, including C-level external meetings.
• Plan, coordinate, and communicate employee events such as group meetings, team building events, global keynote sessions, and off-site and all-staff forums.
• Lead, communicate, and project-manage special initiatives and campaigns such as inclusion and diversity, volunteering, and wellness.
• Manage the Director's calendar, showing flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changes.
• Be the central point of contact for coordination and communication of cross-departmental/cross-market events and activities.
• Organize complex domestic and international travel arrangements (when Covid restrictions allow)
• Provide welcome and orientation for newcomers in the team and support managers with equipment ordering.
• Prepare, update, and circulate meeting materials ahead of time, including keynotes, agendas, etc.
• Take minutes of the meetings and manage the flow of communication before and after the meetings.

Skills on Resume: 

• Event Coordination (Soft Skills)
• Meeting Planning (Soft Skills)
• Initiative Leadership (Soft Skills)
• Calendar Management (Soft Skills)
• Cross-departmental Communication (Soft Skills)
• Travel Coordination (Hard Skills)
• Newcomer Support (Soft Skills)
• Meeting Preparation (Hard Skills)

Job Summary: 

• Provide a basic Personal Assistant service, including telephone answering and correspondence
• Take care of travel arrangements and travel expense submissions
• Arrange and prepare conferences, meetings, and events
• Handle invoices within the SAP system
• Coordinate and consolidate various inputs from all markets for the Market Management team
• Prepare PowerPoint presentations and assist in the preparation of Business Case proposals
• Identify decision makers among targeted leads to start the sales process
• Maintain and expand the database of prospects
• Provide effective product demos for potential customers and partners
• Create and deliver qualified leads to the sales team
• Capture accurate and complete information in the Customer Relationship Management system (CRM)

Skills on Resume: 

• Personal Assistant Services (Soft Skills)
• Travel Coordination (Hard Skills)
• Event Planning (Soft Skills)
• Invoice Management (Hard Skills)
• Market Coordination (Soft Skills)
• PowerPoint Preparation (Hard Skills)
• Lead Identification (Soft Skills)
• CRM Data Management (Hard Skills)

Job Summary: 

• Provide strategic administrative and project management support for the Chief Executive Officer (CEO)
• Assist in document and contract management, including SOWs, creation, compilation, distribution, and storage for sales and business development
• Maintain and track sales deal flow, CRM updates, and project management task assignments
• Ensure smooth transition of sales information to project kick-off team
• Manage the calendar of the CEO, including adding, canceling, and editing meeting requests, as well as ensuring timing and logistical details are in place
• Plan and coordinate external meetings, which may include cross-functional teams and outside vendors
• Research and compile briefing documents in preparation for meetings with clients and prospects
• Draft and manage correspondence and communications on behalf of the CEO
• Review, proofread, and format all correspondence to ensure accuracy and completeness, as well as consistency
• Maintain an efficient flow of information between all levels, including internal and external contacts on a wide spectrum of plans and priorities
• Partner with internal stakeholders on behalf of sales and business development
• Identify issues for escalation and keep in constant communication with executives
• Team expert and go-to person for general requests and questions and keeper of all things of the CEO
• Manage travel coordination including air and ground transportation, hotel reservations, and travel documentation

Skills on Resume: 

• Strategic Support (Soft Skills)
• Contract Management (Hard Skills)
• Sales Tracking (Hard Skills)
• Calendar Management (Soft Skills)
• Meeting Coordination (Soft Skills)
• Research and Briefing (Soft Skills)
• Correspondence Management (Soft Skills)
• Travel Coordination (Hard Skills)

Job Summary: 

• Coordinate the Business Technology Review process, including client scheduling, internal resource task assignment, assisting with the preparation of the review document, attending and taking notes at the review meetings, creating support tickets, following up on action items arising from the meeting, and summarizing the meeting in an e-mail to all attendees
• Manage client touch plan
• Manage marketing lists and help research prospective leads
• Attend any weekly meetings with the sales team
• Develop relationships with key operational contacts, both internal and external
• Manage and distribute sporting event tickets to prospects and clients
• Manage the Account Management board in Connectwise to ensure all tickets meet SLA guidelines
• Provide backup assistance to the Account Coordinator for purchasing and electronic proposal generation
• Prepare agendas for and attend weekly client focus meetings
• Maintain a high level of customer service, perception, and satisfaction, as well as fast response and resolution of customer requests
• Keep up to date on industry-related news and technology
• Document internal processes and procedures related to duties and responsibilities
• Update all activities, timesheets, contact records, opportunities, and sales processes within ConnectWise

Skills on Resume: 

• Review Coordination (Soft Skills)
• Client Management (Soft Skills)
• Lead Research (Hard Skills)
• Note-Taking (Soft Skills)
• Ticket Management (Hard Skills)
• Customer Service (Soft Skills)
• Industry Knowledge (Soft Skills)
• Data Management (Hard Skills)