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Executive Assistant to COB and Bus Dev Team
This is my site Written by Cheryl on June 1, 2018 – 10:18 pm

EXECUTIVE ASSISTANT

Company in business for over 40 yrs, provides consulting services to fortune 500 to global 1000 companies worldwide. Must have experience supporting C level executives in a corporate office environment.

summary

Provides overall administrative support to Firm Chairman, Partner and the entire Business Development team in varying capacities, including preparing client proposals, contracts and other correspondence. Tracking proposals, contracts, supports BD in all external and internal process steps that enable the work to begin with clients and creates a smooth transition to the Client Services managers. This position will interact with internal and external clients.

 

essential duties and responsibilities

               

  1. Performs administrative and secretarial duties for Chairman and Partner. Controls and maintains calendars; schedules and coordinates travel, meetings, appointments and other activities to balance each executive’s efficiency and accessibility to critical stakeholders.
  2. Handles general scheduling and calendar management for the entire Business Development team as needed to support workflow.
  3. Maintains an efficient filing system for the team, both electronic and paper. Ensures latest versions of documents uploaded into BOX.
  4. Supports Business Development team with our business unit CRM input, maintaining and auditing to ensure that all client, contact, activity and opportunity data is current and visible to all.
  5. Interfaces with corporate CRM system to input and maintain business unit client data for enterprise visibility.
  6. Keeps accurate logs of all proposals and presentations.
  7. Sets phone and in-person meetings with C-suite executives for Chairman, Partners, Business Development and Consultants as needed.
  8. Provides basic research and prospect bios to our consultants for sales meetings as needed.
  9. Prepares, proofs and provides quality assurance for client-facing executive sales presentation materials, proposals and other documents.
  10. Prepares and submits expense reports for Chairman and Partner.
  11. Supports other members of the Business Development team in their skill development.
  12. Needs strong organizational and QC skills, and highly detail oriented.
  13. Self-started, takes initiative, and good at prioritizing workload.
  14. Performs daily activities accurately and timely.
  15. Develops relationships with client EAs.
  16. Maintains confidentiality in all matters.
  17. Uses discretion in supporting team with sensitive internal matters, as well as answering and screening telephone calls.
  18. Uses Microsoft products to perform daily activities.

 

education and/or experience

Bachelor’s degree (B.A.) from four-year college or university; or four years’ related experience and/or training; or equivalent combination of education and experience.

 

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