Executive Assistant

Summary:

This position provides effective customer service to Greg’s clients, referral partners, tenants, and vendors he works with. A working relationship is established with internal and external clients through communication via telephone, email, or in person with customers or company employees. This position acts as a liaison for Greg Iverson internally and externally.

To Learn more about our team click the link below.

"https://www.theiversongroup.com/about-4"

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions for this position.

Anticipate the Needs of Greg Iverson

1. In charge of handling Greg’s VIP gift program and birthday program

2. Make sure Greg completes his birthday/anniversary cards daily/weekly (must stay ahead 1 week of date).

3. Keep Greg’s desk organized and free of clutter

4. Make sure Greg’s call lists are completed each day and week

5. Prepare or buy Greg lunch daily (coordinate with Jesse)

6. Come up with new ideas to organize/improve operating systems

7. Facilitate between Shannon Ross, Jesse, Greg, and Neighborhood Loans

8. Review Greg’s credit card statements monthly and help prepare P&L and Personal Budget

9. Track all spending on gifting and lunches

10. Coordinate Greg and Jesse’s cars to be washed and fueled up every Tuesday

11. Schedule and coordinate Greg & his family’s travel

12. Keep up with Greg’s health program and workouts with River North Strength

13. Property management for Greg’s personal residences and investment properties

14. Maintain all of Greg’s vehicles

Handle All Scheduling Including Travel/ Company Meetings/ Outings/ Site Visits/ Etc.

1. Create 6-month travel schedule for all personal and business events

2. Schedule all appointments in and out of office

3. Plan and coordinate all site visits and clients in town

4. Book all travel

5. Call hotels with preferences

6. Create travel itinerary folder with all necessary information

7. Coordinate the scheduling of all Lunch and Learns and continuing education events

8. Coordinate any meals purchased by Greg (Friday ops lunch/happy hour)

9. Coordinate Book Club

10. Coordinate Stock Club

11. Set up company Christmas party & purchase gifts for all employees

12. Handle coordinating personal events

13. Manage email inbox

Take Care of All Clients- Never Leave Anything Unanswered and Always Provide Follow Up

1. Check in with every branch employee once a month

2. Schedule extra coaching calls with employees as needed

3. Monitor all video calls

4. Coordinate gifting program for closings, clients and referral partners

5. Listen and take notes for all coaching calls, FB live, presentations

Competencies:

1. Communication Proficiency

2. Time Management

3. Problem Solving/Analysis

4. Customer /Client Focus

5. Teamwork Orientation

6. Technical Capacity

Requirements:

• Strong technical and computer skills, with high proficiency in Microsoft Office
• Experienced in appointment setting and handling a wide range of administrative support related tasks
• Comfortable responding to internal and external requests via email and phone in a timely manner
• Ability to update and maintain various databases
• Capacity to assist in special project assistance, as needed
• Must be skilled, efficient, and results-driven
• Possesses exceptional verbal and written communication skills
• Has excellent organizational, time management, and multi-tasking skills
• Is self-directed and able to work collaboratively and independently with little or no supervision

Job Type: Full-time

Pay: From $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $25