Executive Sales Assistant

A financial services company is looking for an experienced Executive Sales Assistant to provide professional support to the Founder/Head of Sales. This take-charge individual should have strong experience in executive support at a senior level, polished communication skills, exceptional attention to detail, good judgment, business savvy and the ability to manage within a dynamic environment, with constantly evolving priorities.

Uniquely, we are seeking a sales-minded person. Specialized duties include CRM management, research, and project management are important aspects of this role.

Responsibilities:

· Complex calendar management: set appointments, prioritize & juggle appointments in the moment. Must be able to independently identify and resolve issues with calendar and schedule. Able to proactively anticipate sequencing of meetings.

· Complete CRM management for all leads, clients, and related matters.

· Sales lead research to help generate new opportunities for the business.

· Complex email management and communications

· Private aviation management; maintaining a level of excellence in coordination. Complex domestic and international travel itinerary coordination.

· Exercise sound judgment and discretion in handling confidential and sensitive information

· Meeting/event preparation, set-up and follow-up, including presentation proofing and edits

· Attend meetings as required, take minutes, and ensure action item follow-up

· Prepare expense reports, and approve direct reports expenses

· Coordinate, prepare for and support meetings, both telephone and in-person

· Special projects as requested (adhoc tasks)

· Assist in all personal matters including acting as liaison with family members, taking care of estate related needs, and more.

· Must be able to work flexible hours which includes mindfulness during evenings and weekends

Qualifications

· 5+ years executive assistant experience

· CRM Management experience

· Excellent Excel skills

· Proactive personality

· Must have experience supporting a C-level executive

· Ability to travel once a month for a few days at a time, with planned notice

· Able to handle sensitive business communications, data and other information with professionalism, confidentiality and discretion, both internally with employees and externally with clients and candidates

· Exceptional organizational and multi-tasking skills

· Outstanding verbal, written and interpersonal communication skills

· Maturity, solid judgment and the ability to interact with confidence with executive management

· Excellent working knowledge of Microsoft Office suite