March 11, 2022

Executive Assistant

Confidential Denver / Boulder, Colorado

*** Please read this entire section*** Duties Include: ● Answer phone and return calls. Maintain a phone log ● Process customer orders as necessary ● Respond to email requests. Write and send emails, including marketing emails ● Perform daily marketing duties such as: creating & editing marketing materials for workshops and classes, editing & uploading videos to websites & creating graphics, advertising upcoming investing webinars ● Create marketing snippets from videos and uploading them to Social Media websites ● Update/create new content for company website ● Incoming Calls/Outgoing Calls: general questions about courses and workshops, register customers for upcoming classes, provide information about customer account, helping customers with processing payments and/or processing customer payments, verifying customer information, contacting customers about upcoming class registrations ● Perform various administrative and basic accounting functions such as: assisting customers with processing orders, research and billing support tasks, email replies & updates, run miscellaneous customer reports & uploading sales lists ● Perform miscellaneous and backup job-related duties as assigned such as: technical support with customers, creating spreadsheets for workshops & classes ● Social Media Tasks: posting on Facebook/LinkedIn, updating social media with upcoming events and classes ● Assist President and President’s assistant with other miscellaneous administrative tasks as needed To Qualify, Candidates must be/have: ● Proactive, dependable, well organized, detail-orientated and friendly. ● Proven communication skills (both verbal, written and listening) ● Self-motivated and goal oriented ● Strong follow-up skills ● Knowledge of CRM software (InfusionSoft, Ontraport, etc.) ● Experience with Microsoft Office Suite & PayPal is preferred ● Background in marketing is preferred.

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