Client Meeting Assistant

We will set you up as a user in our Microsoft 365 environment, which you will then need to use MS Teams to enter/kickoff meetings, MS Notes to document meeting discussions and MS Outlook to summarize and schedule follow-up meetings.

For each meeting (typically 3-5 per day), in Microsoft Notes:
1. Open appropriate supplier tab
2. Record meeting attendees
3. Document major discussion points (excellent English listening/comprehending required)
4. Document any agreements (excellent English listening/comprehending required)
5. Document any open questions (excellent English listening/comprehending required)
6. Document next steps and the responsible party

then in Microsoft Outlook:
1. Compose summary e-mail (excellent English writing required)
2. Send to the group
3. Schedule follow-up virtual meetings