Executive Administrative Assistant

Position Overview:
We are seeking a highly organized and detail-oriented Executive Administrative Assistant to provide comprehensive support to the CEO and assist with various administrative tasks. The ideal candidate will be proactive, efficient, and capable of handling multiple responsibilities, ensuring smooth operations and effective communication within the organization.

Key Responsibilities:

Daily Reporting:
Compile and submit daily reports via email or project management software detailing completed and ongoing tasks.
Maintain an organized record of tasks to provide clear updates on progress.

Executive Support:
Assist the CEO in all tasks, including managing the CEO’s schedule, appointments, and correspondence to ensure efficient time management.

CRM Management:
Upload ready files from VEV CRM to Medical Teams CRM accurately and promptly.
Ensure data integrity and consistency between both CRM systems.

Questionnaire Compliance:
Review and verify that all client questionnaires comply with projected increases and requirements.
Identify and address any discrepancies in the questionnaires.

Client Communication:
Notify clients via email of any corrections needed to advance their applications.
Provide clear and concise instructions to clients for necessary amendments.

Client ITF Tracking:
Monitor the Intent to File (ITF) status of all clients.
Inform supervisors of clients requiring expedited processing.

Follow-Up:
Follow up with the CEO on pending items to ensure timely completion.
Proactively address any overlooked tasks or issues.

Client Process Assistance:
Assist the company in moving clients through the process efficiently.
Provide support and coordination to ensure client satisfaction and successful outcomes.

Qualifications:
Proven experience in an administrative or executive assistant role.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Proficiency in using CRM systems and project management software.
Ability to multitask and prioritize effectively in a fast-paced environment.
Proactive approach with a strong sense of responsibility and accountability.
Willing to learn and a fast learner.

Work Environment:
This is a fully remote position with no in-office work required.
Occasional travel may be required for meetings or training sessions.