This is a remote position.
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.
- 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
- Ability to write reports, business correspondence.
- Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.
- 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
Skills Required
- Maintain a quiet workspace to represent the company professionally
- Organizational skills and ability to maintain records
- Ability to multitask and manage multiple responsibilities simultaneously
- Strong attention to detail and problem-solving skills
- Excellent time management; ability to work independently and be self-motivated
- Proficient with computers, Microsoft Office, Excel, Google Docs, and Microsoft Word
- Excellent written and verbal communication and customer service skills
- Ability to research clients and firms via websites, LinkedIn, and Google
- Experience with sales CRM software (Zoho, ABLE, other CRM programs)
- Basic understanding of ETS/TGP services after training is completed
- Associate's degree or 3-5 years related experience or equivalent combination
- Ability to write reports, business correspondence, and present information effectively
What We Do
Engineered Tax Services is a licensed engineering firm specializing in federal, state, and local tax benefits, offering innovative strategies and expert engineering analysis for tax savings.
