Client Service Team Executive Assistant

About the Job: Manage scheduling, travel and daily calendaring needs for the team to maximize efficiencies. Coordinate travel booking needs for multiple partners, domestically and internationally. Provide meeting materials, take meeting notes and provide summaries and follow-up deliverables. Conduct research based on client portfolios, providing clear and concise reporting documents on findings. Finalize expense reports, financial tracking spreadsheets and contracts/billing documentation. Analyze current client portfolios for financial forecasting and budgeting, and identify ways of improvement. Organize information accurately and quickly in Salesforce. Assist with daily operational functions and administrative support team. About the Culture: Opportunities for career and leadership development. Generous paid time off and holiday offerings. Hybrid work model. About You: At least three years of administrative support to a busy, client-centered team of leaders. Team player with technical proficiency in MS Office and Google products; previous experience with Salesforce preferred. Keen observer with a trustworthy and numbers-driven approach.

Created: 2024-11-10