Role overview

Qualifications

Associate's degree (A.A.) or equivalent from two-year college or technical school
3 to 5 related experience and/or training or equivalent combination of education and experience
Proficient in Computer, Microsoft Office, Excel, Google Docs
Excellent communication skills, written and verbal

Responsibilities

Maintain Sales Director’s calendar and schedule appointments
Place outbound calls and send follow-up emails
Research and maintain CRM programs such as Zoho and ABLE
Monitor, track, and process all projects out for bid

Key facts

Remote from: Andorra, Anywhere
Full time
Administrative Assistant
English

Hard skills

Google Docs

Other skills

Organizational Skills
Detail Oriented
Analytical Skills
Problem Solving
Microsoft Office
Microsoft Excel
Verbal Communication Skills
Time Management
Multitasking
Self-Motivation

About the company

Engineered Tax Services Inc.

Engineered Tax Services, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits. Founder and CEO, Julio Gonzalez, is an expert in tax reform whose strong presence is helping define our current tax laws. Under Gonzalez's guidance and true insight into how the industry is shaping, Engineered Tax Services is one of the largest, fastest growing, and most innovative engineering, energy, and specialty tax credit services firm in the country. Our unique business model of engineers working collaboratively with accountants and attorneys aligns true subject matter experts with proven methodologies that are pragmatic and sustainable with IRS and multi-state examinations.

Company details

Company size201 - 500

Links

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Job description

This is a remote position.

Great Career Advancement Opportunity!

Basic Function:

The Administrative Assistant role is to support the Sales Director and Executive Assistant by monitoring all administrative and clerical details and clearing the path to make the most impact on the business. The main goal of this position is to provide our Sales Team with a steady flow of prospects, maintain existing relationships and track administrative/clerical details.

Position’s Intention: The Administrative Assistant supports the manager and team by tracking all the administrative and clerical details and clearing the path to make the most impact on the business both internally and externally.

Success Measurements: Attention to detail, organized, clear-headed during emergencies, strong relationships with others.

Essential Duties:

Basic understanding of ETS/TGP services after training is completed.
Maintain Sales Director’s calendar.
Place outbound calls and send follow-up emails using ETS process, scripts and draft emails.
Schedule appointments, calls, meetings, webinars (Project Calls, Project Closing Calls, Follow Up Calls, Reconnect Calls, website submission, new leads, etc.)
Maintain and track Sales Directors' projects, tasks and reminders, as requested.
Research, create, update, and maintain Zoho, ABLE and other CRM programs.
Research clients/firms via Google, company website, LinkedIn, etc.
Research and pursue potential clients for ETS/TGP services for business development (new prospects)
Maintain and track Sales Director’s activity with national associations for business development opportunities.
Monitor, track, process and follow up on all projects (CS, R&D, 179D/45L etc.) out for bid and pending.
Identify, prioritize, and resolve basic service issues.
Perform other related duties as assigned.

Requirements

Requirements, Skills, Qualifications:

Maintain a quiet workspace to present a business atmosphere to represent ETS professionally.
Organizational skills and maintaining records.
Multitasking skills with the ability to manage multiple responsibilities at once.
Attention to detail and problem-solving skills.
Excellent time management skills, work independently, Self-Motivated.
Proficient in Computer, Microsoft Office, Excel, Google Docs etc.
Excellent in communication skills, written (basic grammar, punctuation), verbal and customer service.
Possess the ability to navigate through websites to research and obtain information.

Required Skills:

Strong analytical, planning and problem-solving capabilities.
Demonstrated initiative and ability to work independently with minimal supervision required.

Education/Certification:

Associate's degree (A.A.) or equivalent from two-year college or technical school; orThree (3) to Five (5) related experience and/or training; or equivalent combination of education and experience

Language Skills:

Ability to write reports, business correspondence.
Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of sales CRM software; Excel; Microsoft Word.

Benefits

Medical, Dental, Vision, Basic Life, Vol Life, Whole Life,STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, Doctegrity, FSA, HSA, 401k, PTO, and much more!

Salary: Starting pay $18/hour, with opportunities for pay increases, growth, and promotions based on performance.