Executive Assistant


  • Take complete notes of phone conversations/meetings
  • Updating CRM / Data Entry
  • Coordinate and schedule meetings
  • Client follow-up
  • Sending daily to-do and to-call list
  • Setting up reminders
  • Preparing all necessary documents whenever client has a scheduled meeting
  • Assist with Life Insurance Applications (call leads to ask information and input everything on the CRM)
  • Database Management
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