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Executive Assistant for an Advisory Firm in Australia (Home Based Full Time)

Virtual Coworker

Key Facts

Remote From: 
Australia
Full time
English

Other Skills

  • •
    Administrative Functions
  • •
    Organizational Skills
  • •
    Accountability

Requirements:

  • Manage and maintain Pipedrive CRM records accurately
  • Prepare, send, and track proposals, quotes, and engagement letters
  • Manage e-signature documentation and ensure timely completion
  • Follow up clients regarding pending approvals and documentation
  • Monitor and manage the sales pipeline
  • Assist with operational workflow management and process improvements
  • Support administrative coordination across both businesses
  • Create Canva templates and assist with light social media content
  • Keep business owner organised and accountable with priorities and follow-ups

Job description

•Manage and maintain Pipedrive CRM records accurately
•Prepare, send, and track proposals, quotes, and engagement letters
•Manage e-signature documentation and ensure timely completion
•Follow up clients regarding pending approvals and documentation
•Monitor and manage the sales pipeline
•Assist with operational workflow management and process improvements
•Support administrative coordination across both businesses
•Create Canva templates and assist with light social media content
•Keep business owner organised and accountable with priorities and follow-ups
Ready to apply?
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