EXECUTIVE ASSISTANT

Role ID : 1016

EXECUTIVE ASSISTANT

Role ID : 1016 01-Oct-2024

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About Us:
We are a Venture Capitalist firm based in Utah, focused on multiplying wealth and happiness for our investors. We seek a proactive Executive Assistant to support our leadership team in optimizing time, tasks, and communication.

Role Overview:

As an Executive Assistant, you will play a crucial role in the daily operations of our leadership team. Your day-to-day activities will include organizing the Director's calendar, managing email communications, and ensuring all meetings and appointments run smoothly. You will engage in lead generation through LinkedIn outreach, identifying and connecting with potential CPA firm clients. Additionally, you will research to build targeted lead lists and maintain a strong online presence for our leadership on LinkedIn. Your ability to manage detailed tasks and prioritize effectively will be vital in helping the executive team focus on high-impact initiatives.

Key Responsibilities:

  • Calendar & Email Management:
    Organize the Director's calendar and manage key communications.

  • Lead Generation & Research:
    Conduct LinkedIn outreach and build lead lists for Sales Development Representatives targeting CPA firms.
    Research associations and directories to compile targeted lead lists.

  • LinkedIn Outreach:
    Manage LinkedIn messaging campaigns and maintain leadership’s profile and connections.

  • General Assistance:
    Help with detailed tasks to keep leadership focused on important goals.

Qualifications:

  • 3+ years as a Virtual or Executive Assistant.
  • 3+ years of Lead Generation experience, particularly in LinkedIn outreach and CPA associations/directories.
  • Experience supporting C-level executives.
  • Proficient in tools such as Excel, email management, and lead generation platforms.
  • Excellent organization, communication, and attention to detail.
  • Independent and resourceful with a strong ownership mindset.

Key Traits:

  • Proactive and takes initiative.
  • Adaptable in a fast-paced environment.
  • Reliable and results-oriented.