Executive Assistant to US Sales Team

Key Responsibilities

Email Management: Efficiently manage and prioritize the executive's email correspondence, ensuring timely responses and appropriate follow-ups. Phone Calls: Handle both inbound and outbound calls as needed

Calendar Management: Maintain and organize complex calendars, schedule appointments, and coordinate meetings with internal and external stakeholders. (use of Calendly is integrated)

Bookkeeping: Provide light bookkeeping support, including expense tracking, invoice processing, and financial documentation organization. Marketing Support: Utilize Canva for designing professional and visually appealing presentations, marketing materials, and other collateral as needed. This may include graphics such as thank-you

note

s, birthday cards, etc. Social Media: Coordinate a social media calendar to ensure all posts make it to the appropriate medium. Travel Coordination: Arrange and coordinate travel plans, accommodations, and itineraries for business-related trips. Document Preparation: Draft and edit correspondence, reports, and other documents on behalf of the executive team. Meeting Coordination: Prepare meeting agendas, attend meetings as needed, and compile meeting minutes. Ensure effective communication and collaboration within the team. Project Management: Assist in managing special projects, ensuring they are completed accurately and on time. Skills, Knowledge and Expertise

Proven experience as an Executive Assistant, supporting high-level executives in the mortgage or financial industry. Exceptional organizational and multitasking abilities. Proficient in all social media types

Strong attention to detail and a proactive approach to problem-solving. Ability to handle many tasks in an ever-changing environment

Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite and other relevant software. Knowledge of Shape CRM is a plus. Proficiency in Canva for assistance with marketing flyers is a plus.