This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Oversee the management of incoming leads on a daily basis, engaging with potential clients through email and phone to elucidate financial processing services and distribute onboarding documentation.

• Accurately document, update, and track interactions with prospective clients and the stages of deals within customer relationship management systems.

• Provide top-tier administrative support to the executive team, which includes managing schedules, coordinating travel logistics, booking flights, and arranging holidays for a family office.

• Manage the distribution, tracking, and execution of formal agreements and digital contracts with international partners.

• Streamline incoming inquiries, oversee communication channels, document meeting action items, and proactively follow up on pending deliverables.

• Handle messaging correspondence across various business platforms to ensure responsive interactions with stakeholders.

⛳️ Requirements

• Demonstrated experience that combines executive assistance with business development support or lead coordination within a professional environment.

• Exceptional written and verbal communication skills in English, appropriate for high-level interactions with international stakeholders.

• Ability to maintain consistent operational availability throughout UK business hours.

• Self-motivated with a proven ability to take initiative, prioritize urgent tasks, and manage executive priorities independently.

• Proficiency in Salesforce.

• Familiarity with RingCentral.

• Experience with Adobe Sign.