Executive Assistant

We are looking for a Executive Assistant beginning as a Part Time worker with the intent of becoming a Full Time position to run daily operations which include:

CRM Management

Follow up on client file and monitoring of files for outstanding items

Ensures that all client has submitted all required documentation with signatures

Manage all records to be updated and accurate

Monitor current accounts for payment progress.

Responsible for investigating credit and financial information on prospective and existing customers.

Requirements Include:

Strong analytical, problem-solving and organization skills
Excellent verbal, written and interpersonal communication skills
Able to communicate with professionals at all levels
Able to be discreet with confidential/sensitive information
Able to manage multiple priorities with accuracy and efficiency while meeting deadlines
Proficient with Excel

* Bachelor's Degree in Accounting, Finance, or Business Administration; or equivalent combination of education and experience required.

Special Accountability:

- Accountability –willing to accept responsibility
- Accuracy – work is correct and error free and within company and regulation policies and
guidelines
- Adaptability –able to fit into a changing working environment, including changing priorities and
projects
- Decision Making – the ability to select an effective course of action while controlling resources
and expenditures and must be able to work with limited direction.
- Detail Oriented –able to pay meticulous attention to all aspects of a situation or task, regardless
of how small or seemingly unimportant the detail is.
- Honesty, Integrity and Ethics –acts in a fair and just manner, free from deception; follows the
company’s accepted principles of moral conduct
- Initiative – acts and take steps to solve or settle an issue
- Interpersonal / Customer Oriented –develop and maintain relationships with others. The
desire to serve both external and internal clients by focusing effort on meeting the client’s
needs, understanding their concerns and seeking to build trust
- Oral Communication – to communicate with clarity in order to clearly understand other's
message and intent, and to be able to receive and process feedback
- Relationship Building –able to establish and maintain a good rapport and cooperative
relationship with clients
- Reliability – is dependable and trustworthy
- Time Management –effectively utilizes time for the completion of necessary job tasks
- Written Communication –is able to write concise clear letters, reports, and emails, including
proofing and editing