We are seeking a proactive, resourceful, and tech-savvy Executive Assistant / Business Development Assistant to support company leadership in daily operations while helping drive business growth. This role combines executive support, lead generation, AI-powered workflow optimization, bookkeeping, and business development. The ideal candidate is highly organized, takes initiative, learns quickly, and enjoys finding smarter ways to improve processes and increase productivity.
Requirements
Key Responsibilities:
- Utilize AI tools (such as ChatGPT and other productivity platforms) to improve workflows, automate repetitive tasks, generate business insights, and support company growth initiatives.
- Conduct lead generation by researching potential clients, qualifying prospects, and building targeted contact lists.
- Perform outbound cold calls to prospective clients, introduce company services, and schedule appointments or follow-up meetings.
- Research companies, markets, competitors, and industry trends to identify new business opportunities.
- Maintain accurate records of leads, communications, and follow-up activities within the CRM system.
- Assist with executive administrative tasks, including calendar management, email organization, scheduling, and document preparation.
- Track company expenses and organize financial records for reporting.
- Manage bookkeeping tasks using QuickBooks (required), including expense categorization, invoice management, and basic financial recordkeeping.
- Prepare reports, spreadsheets, and summaries to support business decisions.
- Organize digital files, documents, and operational records.
- Identify opportunities to improve processes and recommend more efficient systems and workflows.
- Take ownership of assigned projects, follow through with minimal supervision, and proactively solve problems.
- Perform additional administrative and business support tasks as assigned.
Qualifications & Skills:
- Minimum of 2–3 years of experience as an Executive Assistant, Virtual Assistant,
- Business Development Assistant, or similar role.
- Required: Experience using QuickBooks for bookkeeping and expense management.
- Experience with lead generation, prospect research, and outbound cold calling.
- Familiarity with CRM platforms (HubSpot, Salesforce, Zoho, or similar) is preferred.
- Comfortable using AI tools such as ChatGPT and other productivity software to improve efficiency.
- Strong research and analytical skills with the ability to gather and organize information effectively.
- Excellent written and verbal English communication skills.
- Proficient in Google Workspace and Microsoft Office applications.
- Strong organizational skills with excellent attention to detail.
- Ability to work independently, prioritize multiple tasks, and meet deadlines.
- Self-starter with a high level of initiative and problem-solving ability.
- Professional, reliable, and able to maintain confidentiality.
Benefits
- Paid training
- Work from home
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