Responsibilities
- Calendar/Travel/Meeting Coordination including, but not limited to sales web demonstrations, meetings/functions, telephone calls for executive(s).
- Answers telephone and directs customers to the appropriate staff member.
- Initiate telephone calls with little guidance, including follow-up calls after web demonstrations, new customers, and existing customers.
- Provide limited customer support assistance.
- Format and edit letters, reports, and all other correspondence from the draft stage to client-ready work; adhere to record retention policies and procedures; and follow an organized filing/document management process for electronic and paper documents.
- Work with firm-standard versions of MS Word, Excel, Outlook and other relevant software like our time and expense application; be able to navigate the internet and intranets and use technical equipment appropriately.
- Efficiently perform and filter research with minimal guidance.
- Work with customer relationship management software.
- Add value through understanding the work processes and resources, structure, and business of the firm/practice/functional group/industry, including when and how to access them.
- Add value by keeping abreast of the local business environment.
- Know where to find relevant business information.
- Have familiarity with customer relationship management and customer engagement applications
- Approximately 1-2 years of related experience
- Initiative and a strong customer service focus
- Effective interpersonal and communication skills and the ability to interface with personnel at all levels, both verbally and in writing
- The ability to meet new challenges with an open mind and an optimistic response
- The ability to effectively handle simultaneous projects, and successfully prioritize multiple tasks with good judgment
- Proficiency in standardized software applications, including MS Word, Excel and Outlook