- – Administers and maintains CRM data, ensuring accuracy and reliability of records.
- – Supports business development by providing updated client information and lists.
- – Trains users on CRM functionalities and promotes best practices for data hygiene.
- – Maintain accurate financial records using QuickBooks and Sage 300.
- – Process accounts payable and receivable, ensuring timely and accurate billing.
- – Perform bank reconciliations and prepare financial documentation for reporting.
- – Answer and direct phone calls, emails, and other correspondence efficiently.
- – Schedule appointments, manage calendars, and coordinate travel arrangements.
- – Maintain filing systems, assist with bookkeeping, and prepare documents accurately.