Responsibilities
- Produce and organize referral sources mailings, emails and meeting materials
- Facilitate and execute the production of prospect proposals and work daily within Salesforce
- Maintain, update and assemble collateral materials for all business development activities within PowerPoint or Canva
- Administer activities associated with prospect identification, research, tracking, meeting preparation, and scheduling
- Assist with the administration and setup of marketing events
- Attend and provide facilitation and staffing of the internal pre-meeting preparation and post meeting debriefs
Qualifications :
- 2+ years of experience in an administrative position
- Analytical skill with strong attention to detail
- Strong work ethic that is action oriented
- Excellent communication and strong interpersonal skills
- Understanding of Microsoft Office Suite, Canva and Salesforce CRM
- Previous experience in a high-touch, fast-paced environment helpful but not required
- Comfortability with varying workflow levelsACHI-PERM
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