Key Responsibilities:
Operations Support: Provide high-level support in daily operations, ensuring smooth workflow and effective task management.
Client Engagement: Manage client communications, including responding to inquiries, scheduling meetings, and drafting client emails and internal documents.
Scheduling and Calendar Management: Manage executive calendars, including scheduling meetings across time zones, and plan and coordinate domestic and international travel.
Financial Record keeping: Handle invoicing, reconciliations, accounts payable/receivable (AP/AR) using QuickBooks Online.
Document Management: Maintain organized records, manage file storage and sharing via SharePoint, and ensure documents are formatted properly.
Use of AI Tools: Utilize AI transcription or note taking tools (e.g., Copilot) to assist with meeting summaries and other tasks as required.
Communication: Provide clear, concise, and professional communication in both written and spoken English, ensuring a high level of service when interacting with clients and internal teams.
Required Technical Skills:
Proficient in Microsoft Word (document formatting, headers/footers, styles)
Proficient in Microsoft Excel (basic formulas, formatting, filters, tables)
Experience with Microsoft Outlook for calendar and email management
Familiar with SharePoint for file storage and sharing
Proficient in Microsoft Teams for chat, meetings, and file collaboration
Hands-on experience with QuickBooks Online (invoicing, reconciliations, AP/AR)
Experience with AI transcription or note taking tools (e.g., Copilot)
Strong typing skills (50+ WPM with low error rate)
Ability to quickly learn and adapt to new SaaS and workflow tools
Required Communication & Interpersonal Skills:
Fluency in spoken and written English (C1/C2 level)
Strong writing skills for drafting client emails, agendas, and internal documents
Comfortable making cold calls to prospects and managing follow-up outreach
Experience in client-facing roles or customer service in a professional setting
Ability to maintain a professional tone and etiquette in email and video calls
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