Personal Assistant

Personal Assistant Overview We are seeking a highly organized and professional Personal Assistant to support executive operations, client communication, scheduling, and administrative coordination in a fast-paced environment. This role requires strong communication skills, attention to detail, and the ability to manage multiple tasks efficiently. Key Responsibilities Draft and send professional emails to executives, financial firms, and corporate contacts Manage lead pipelines and follow-up activity using Pipedrive CRM Coordinate calendars, schedule calls, and organize meetings Review inbound responses and coordinate scheduling with internal teams Maintain organized records of communication and administrative activity Assist with reporting, document preparation, and day-to-day administrative support Utilize AI tools to improve communication efficiency and workflow organization Support daily executive and operational coordination Platforms & Tools Used Pipedrive CRM ChatGPT & Pipedrive CRM Microsoft Outlook Google Workspace Microsoft Excel & Word Zoom & Microsoft Teams What We’re Looking For Strong written and verbal communication skills Experience with professional email communication Familiarity with CRM systems, preferably Pipedrive Organized and detail-oriented work style Ability to multitask and manage follow-ups efficiently Comfortable using AI tools and online platforms Professional, reliable, and able to work independently