Executive Assistant — Supporting Two Executives

We’re looking for an experienced, highly organized Executive Assistant to support two executives. The ideal candidate has strong typing skills, CRM experience, attention to detail, and reliable follow\-through. You must be comfortable making outbound calls to collect documents and follow up on outstanding requests. Responsibilities Provide daily administrative support to two executives, coordinating priorities, deadlines, and follow\-ups. Make outbound calls and send emails to request documents, collect missing information, and track outstanding items. Handle incoming calls with professional phone etiquette, screening and directing inquiries as appropriate. Accurately enter and update contact information, notes, and activity in our CRM. Type, prepare, and organize documents and correspondence. Maintain confidential files and records, ensuring accurate data entry in CRM, Microsoft Office, and accounting software. Assist with basic bookkeeping tasks, including invoice processing and expense reporting, using tools such as QuickBooks. Support daily office operations, including organizing filing systems, ordering supplies, providing front desk coverage, and operating a multi\-line phone system. Set up virtual meetings using video conferencing software and help ensure smooth communication with internal teams and external partners. Requirements Previous experience as an Executive Assistant. Strong, accurate typing and data\-entry skills. Experience using CRM software and Microsoft Office. Comfort making outbound calls and conducting consistent follow\-ups. Excellent organization, time management, and attention to detail. Professional phone etiquette and strong written communication. Ability to handle confidential information with discretion. Ability to work independently and follow through without repeated reminders. Availability to work in office Monday–Friday, 9:00 a.m.–5:00 p.m. Preferred Qualifications A background in finance or financial services is a plus but not required. To Apply Submit your resume highlighting your Executive Assistant experience, CRM skills, and experience with outbound calls, document collection, or follow\-ups. Pay: $40,000\.00 \- $50,000\.00 per year Work Location: In person