What are the responsibilities and job description for the Executive Assistant position at Sunergeo?
Description
Supervisory Responsibilities: None
Location: On-site/Vandalia Office
Primary Duties And Responsibilities
Education and/or Experience:
Supervisory Responsibilities: None
Location: On-site/Vandalia Office
Primary Duties And Responsibilities
- Adds new clients into the CRM system and checks account status as needed.
- Enters clients’ exhibits and shows data into the eManagement system as needed.
- Scheduling appointments, meetings, and travel arrangements.
- Ability to provide excellent customer service to clients, employees, and visitors.
- Serves as the primary contact for visitors (scheduled or drop-in).
- Handling inquiries and professionally resolving issues.
- Flexibility to handle changing priorities and tasks.
- Ability to adapt to new technologies and software.
- Resourcefulness and the ability to solve problems independently.
- Quick decision-making in fast-paced environments.
- Understanding the importance of maintaining confidentiality.
- Handling sensitive information with discretion.
- Willingness to take on additional responsibilities without constant supervision.
- Maintaining a polished and professional appearance and demeanor.
- Upholding ethical standards and company policies.
- Ability to identify issues and find practical solutions.
- Thinking critically to anticipate potential challenges.
- Adds new clients into the CRM system and checks account status as needed.
- Updates show calendar with updated shows.
- Provides support in creating and assembling client proposals, RFPs, and presentations as time permits.
- Prepare and maintain client and project-specific contracts.
- Create and maintain sales operations reports such as Lead Trackers, pipeline reports, and quarterly projections.
- Organize and coordinate large departmental or company-wide meetings, such as company meetings and monthly sales meetings.
- Coordinate and organize travel arrangements, including booking flights, accommodation, and transportation.
- Show calendar projection comparisons and analysis.
- Gathering information for reports and presentations
- Other duties as may be assigned.
Education and/or Experience:
- High school diploma/GED and five (5) years of experience.
- Advanced level in office software (Microsoft 365, Google, HubSpot, etc.).
- Strong experience in supporting C-Suite and Senior leadership teams.
- Confidentiality is critical in this role.
- Communication Skills: Strong written and verbal communication skills. Ability to convey information clearly and concisely.
- Organizational Skills: Excellent organizational and multitasking abilities. Efficient time management to handle multiple tasks and deadlines.
- Mathematical Skills - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; Ability to calculate figures and amounts such as discounts, interest, and percentages.
- Reasoning Ability – Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.