Executive Assistant with Sales Background (Extensive Experience REQUIRED)

We're looking for a dynamic and versatile professional to join our team as an Executive Assistant with a lead generation and sales outreach background, contributing to both our sales success and executive management excellence. In this unique and exciting dual role, you will be the driving force behind our sales growth while providing essential support to our executive team. Your impeccable organizational skills, attention to detail, and proactive mindset will ensure that our sales pipeline remains robust, and our executives can focus on strategic decision-making. This role offers the perfect blend of sales acumen and executive support, making it an ideal opportunity for a multitasking, ambitious individual seeking to make a tangible impact.

Key Deliverables:

- Review the Client Intake Form provided by the attorney and input that information into our HotDocs system to produce estate-planning documents
- Edit Estate Planning documents to conform to formatting provided using Microsoft Word
- Create Residential House deeds for NY and NJ properties using Microsoft Word, provided template and information from client's pedigree information (Name, address) and estate planning documents (Trust name)
- Create Real Property government transfer documents either using ACRIS (a New York City government website used to create transfer documents) or documents provided by relevant New Jersey counties.
- (Outreach) Find groups to do Webinars or in-person seminars
- (Outreach) Employer groups
- (Outreach) Other – clubs, churches, Mom groups, etc.
- Following up with clients to confirm personal information (Correct spelling of name, DOB, address, phone and email).
- Manage the Excel spreadsheet to track document production progress and status.
- Expert research skills to identify, qualify, and target potential leads across target industries through different channels such as LinkedIn, FB, etc.
- Leverage advanced tools and data sources to compile comprehensive lead lists that align with our ideal customer profiles.
- Collaborate closely with the team to strategically manage and prioritize leads in the sales funnel.
- Employ data-driven insights to enhance lead progression, ensuring no opportunity falls through the cracks.
- Handle confidential information with discretion and professionalism.
- SOP creation and maintenance to ensure that processes are put in place and implemented.
- Perform general administrative tasks and other administrative duties as required.
- And other tasks as assigned.

Requirements:

- Prior experience in executive support or administrative roles in a Law Firm is a huge PLUS.
- Proven experience in sales outreach (LinkedIn & social media prospecting), business development, or related fields, with a track record of achieving targets and fostering client relationships.
- Exceptional organizational skills, and ability to manage multiple tasks and priorities simultaneously.
- Proficient in CRM systems and tools for document production.
- Exceptional communication skills, both written and verbal.
- Strong organizational and multitasking abilities with keen attention to detail.
- Tech-savvy with a high degree of proficiency in Microsoft Office Suite or Google Suite.
- Innate problem-solving abilities, with a proactive attitude toward finding creative solutions for clients' needs.
- Excels in collaboration, takes initiative, and consistently delivers reliable, proactive results.
- Upholds honesty, trust, and ethics in all actions to build strong relationships and maintain a positive reputation.
- Self-motivated and driven, passionate about staying ahead of industry trends and continuously improving sales techniques.
- Embraces challenges and continuous learning to develop skills, achieve goals, and foster personal and professional growth.
- Strong problem-solving and decision-making skills.
- Ability to work independently with minimal supervision while maintaining a high level of productivity.
- Laptop or desktop that is at least I5, or I5 equivalent and above.
- Strong internet connection with backup internet available.

Kindly fill out the form below so we can process your application accordingly.

https://forms.gle/5ZRFYssnGGq1qiy29

WE WILL NOT ENTERTAIN CANDIDATES WITHOUT THE COMPLETED APPLICATION FORM.