Provide Administrative support to business owners.
Manage calendars, and keep owners apprised of the calendar, action items, messages, and relevant business issues, both internal and external.
Make appropriate, informed decisions regarding owners’ available time
Check with the local team at least once a day on the status of their respective leads, as this will help do their follow-ups with their respective leads
Track all leads that we have currently in a contract with as well as those leads that we have closed files and submit a lead conversion report at the end of the month, this will enable us to measure the success rate of our lead generation efforts
Screen incoming calls & email correspondence. Determine the priority and respond appropriately. Make recommendations as needed regarding appropriate action and follow-up.
Gather voicemail messages and phone messages, taking initiative on appropriate action or routing to the appropriate person.
Make travel arrangements as needed
Create and format documents electronically including letters, emails, marketing materials, status reports, spreadsheets (Excel), and other related documents
Electronically file, and track a variety of business documents
Coordinate meetings including scheduling, agenda creation & logistics
Ensure smooth operation of systems and contact database management and back-office support. Ensures that all systems and processes run efficiently, making revisions as needed
Responsible for keeping owners informed regarding any problems or issues that need to be handled
Maintains and helps build the operations manual that documents all systems and standards
Be able to enter contacts, running queries, exporting data, launching plans and activities, maintaining referrals, create/update templates in the database/CRM.