Executive Assistant for a Facilities Services in the US (Home Based Full Time)

• Manage incoming emails and respond to customer enquiries. • Answer and make customer phone calls. • Book surveys, installations, and service appointments. • Prepare quotations using company templates. • Raise invoices and assist with accounts administration. • Follow up on outstanding quotations and payments. • Update and maintain the CRM (HubSpot). • Manage diaries and engineer schedules. • Liaise with customers, suppliers, and manufacturers. • Organise documents, spreadsheets, and business records. • Provide administrative support to the Managing Director. • Use AI tools, including ChatGPT, to improve productivity and streamline workflows. • Identify and implement opportunities to improve systems and processes.

Originally posted on Himalayas