Match score not available

Personal Assistant - (Financial Sector - ZR_19838_JOB)

Remote:

Full Remote

Contract:

Full time

Experience:

Expert & Leadership (>10 years)

Work from:

Australia

Offer summary

Qualifications:

Strong organizational and multitasking skills., Familiarity with sales processes in finance., Proficiency in CRM and spreadsheet software., High accuracy in handling sensitive data..

Key responsabilities:

Manage COO’s calendar and client meetings.
Track sales pipelines and operational metrics.

BruntWork Human Resources, Staffing & Recruiting SME https://www.bruntworkcareers.co/

501 - 1000 Employees

See all jobs

Job description

This is a remote position.

Schedule:

Total hours: 40 hours per week or 8 hours per day
Monday - Friday
8:00 AM - 4:00 PM Atlanta, GA time
With 30-minute paid break in between

Overview
Provide comprehensive administrative support to the Chief Operating Officer responsible for operations and sales, with a particular emphasis on managing and developing financial-sector client accounts. The role includes coordinating schedules, supporting sales activities, and helping streamline ongoing operational processes.

Key Responsibilities

Manage the COO’s day-to-day calendar, schedule client meetings (especially with financial-industry prospects), and handle travel logistics.
Track and update sales pipelines, client databases, and operational metrics.
Coordinate and prepare sales decks, proposals, contracts, and financial statements for prospect/client meetings.
Assist in maintaining client relationships by scheduling follow-up calls, sending updates, and collecting feedback.
Oversee operational workflows and ensure all deadlines, deliverables, and action items are addressed.
Draft reports, coordinate with cross-functional teams, and provide prompt updates to key stakeholders.

Requirements

Qualifications & Skills

Strong organizational, multitasking, and time-management capabilities.
Familiarity with sales processes and financial-sector terminology; willingness to learn is essential.
Proficiency in CRM systems, spreadsheet software, and other sales/operations platforms.
High degree of accuracy and discretion in handling sensitive financial data.
Excellent communication and interpersonal skills for client-facing interactions