Workstudy Virtual Assistant
Gresham Financial is seeking an executive assistant to provide direct support to the President and Vice President, virtually. Our ideal candidate must exhibit extraordinary personal values, maintain a positive attitude, possess excellent communication skills, be a team player, take initiative, and be proactive when completing tasks to ensure success.
Job Functions Include:
- Organize files and maintain archived records/fileroom
- Manage CRM System Demographic Database
- Prepare documents needed for client meetings
- Handle highly confidential information (must sign a confidentiality agreement)
- Provide excellent customer service when interacting with external contacts and clients
- Prepares presentations, reports, and data for the CEO
- Operate office software systems and other database systems
- Opportunities for promotion available