Executive Assistant
Skills
About This Role
Key Responsibilities
- Build relationships with clients and clients EAs
- Understand the business goals and objectives of each supported Partner and help to push them forward proactively
- Lead the administrative support of RFPs/tender responses
- Maintain and update current list of contacts and business activities in CRM database
- Track and maintain sales activity/pipeline with each Partner
- Proactively spot clients that haven't been called upon and/or who need follow up
- Execute requested follow-up calls for client mailings
- Assist the Marketing Department with the co-ordination of customized mailings
- Prepare letters, proposals and other documents using Oliver Wyman formatting styles.
Calendaring
- Maintain diaries for Partners, scheduling internal and external meetings, communicating with clients and infrastructure staff as appropriate
- Proactively spot opportunities to add internal and external meetings; interviews, staff meetings, follow-up
- Assist with scheduling complex projects as requested by the Partner and/or project team.
Travel Arrangement
- Coordinate travel and accommodation, book cars, rail tickets, etc.
- Coordinate with mobility and HC to obtain relevant business visas/work permits
- Develop understanding of Partner scheduling and travel preferences
- Coordinate travel efficiently by grouping client meetings where possible ("you're in Paris to see XYZ Company, shall I try to set up a meeting with X Company because we haven't spoken to them for three months")
- Daily administration
- Manage documents and project deliverables when requested
- Notify staffing and Practice EAs of extensions/re-negotiations
- Manage storage or disposal of confidential client information
- Act as central point of contact for all assigned Partner administrative needs, liaise with other support departments as necessary
Timesheet and Expense Reporting
- Prepare monthly timesheets for each assigned Partners
- Prepare all expense reports and/or delegate to a team assistant when necessary
- Request Purchase Orders (POs) as needed for relevant project teams
Team Support
- Provide coverage for EAs who are out of the office to ensure seamless support to Principals/Partners
- Provide short-term coverage for Principals/Partners who may be in the midst of an EA assignment transition or who are new to the Firm
- Provide training and support to new EAs
- Participate in team meetings and projects with an eye to improving processes and the overall performance of the EA team
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