Executive Assistant (US-Based with Client and Market Research Experience)

View full description

Requirements:

• Experience in writing and creating case studies for companies.
• Strong research, written, and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace.
• Excellent organizational and time-management skills.
• Familiarity with CRM software (HubSpot preferred).
• Proven track record of successfully managing complex projects.
• Attention to detail.

Responsibilities:

• Manage corporate expenses and invoicing.
• Maintain and update the company’s CRM and database systems (HubSpot).
• Organize and manage digital files and records in OneNote.
• Prepare and edit correspondence, communications, presentations, and other documents.
• Manage and maintain executive calendars, schedule meetings, and coordinate appointments.
• Track project progress and provide regular updates to the team.
• Coordinate and follow up on action items from meetings.
• Conduct market and client research.
• Prepare reports and presentations on market trends and investment prospects.
• Build financial models for client and prospect engagements.