SUMMARY OF RESPONSIBILITIES

The Executive Assistant will be responsible for performing all administrative work for CEO, including maintaining calendar; scheduling and confirming all appointments. Coordinate managing partner travel arrangements. Assist and support the Marketing and Sales Directors in the implementation of client, prospect and referral source communications and various marketing activities, including database management, seminars, and special projects. Schedule meetings with clients and follow up with communications on changes for CEO.

ESSENTIAL FUNCTIONS

1. Updates and maintains CEO’s appointment calendar for team members. This includes scheduling and confirming all appointments, business as well as some personal. Scheduling clients, prospects and referral sources with their internal appointments and reserving conference room space.

2. Responsible for daily screening all incoming mail and email for CEO. Determine purpose of callers, and forwards calls appropriately.

3. Responsible for coordinating business travel for Managing partner as well as Marketing and Sales Department. Also, coordinates partner activities such as retreats.

4. Follow up to ensure that all materials are prepared as needed for client/ prospect meetings.