Executive Assistant with extensive lead generation & sales outreach experience

We're looking for a dynamic and versatile professional to join our team as an Executive Assistant, 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:
• Answer Phones during business hours (8 am-5 pm PST).
• Qualify the Prospects: are they a good potential law firm client?
• Manage calendars efficiently when scheduling meetings and appointments (prospect & clients).
• Send Post Appointment Email s, particularly for prospects
o they get a video to watch
o pre-consult information worksheet
o appointment confirmation
• Determine if the caller has simple questions they can answer or arrange for a callback from the attorney.
• Review the Client Intake Form provided by the attorney and input that information into our Action Step HotDocs system to produce estate planning documents
• Edit Estate Planning documents to conform to formatting provided using Microsoft Word
• Manage the CRM system (Action Step), customer interactions, and sales progress (Initial Consultations, post-IC email s, and follow-ups).
• Keep database/CRM (Action Step) updated and accurate with new and corrected information.
• Review data integrity. Assist with segregating different groups in our database: estate planning clients, prospects, financial services clients, and financial services prospects.
• (Sales Outreach) Be the friendly face of our firm in virtual interactions. Engage leads through personalized, strategic outreach and nurture relationships through email , social media (LinkedIn, FB, etc.), and other channels.
• (Lead Generation) 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.

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.
• Proven experience in lead generation, with a strong ability to identify, engage, and nurture potential clients through targeted outreach and strategic follow-up.
• Exceptional organizational skills, and ability to manage multiple tasks and priorities simultaneously.
• Proficient in CRM systems and tools for document production.
• Proficient with database management by ensuring attention to detail, proofreading for accuracy, correcting misspellings, standardizing abbreviations, and maintaining consistency throughout.
• 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, with a passion for 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/RzF7JXx49wRnJqCn6

WE WILL NOT ENTERTAIN CANDIDATES WITHOUT THE COMPLETED APPLICATION FORM.