Executive Administrative Assistant

Keiretsu Forum is the world's largest and most active angel group with over 50 chapters and over 3,000 accredited private equity investors, venture capitalists, family offices, and corporate/institutional investors that invested over a billion dollars since its inception.

The EA/ Admin is responsible for assisting the Director of Operations at Keiretsu Forum Northwest and Rockies.

The goal of this position is to assist and maximize member renewal along with managing monthly forum events.

Responsibilities

• Prospect Tracking & Follow Up

• Calendar Management

• Maintain new member prospect sheets

• Respond to email on behalf of the Director.

• Inbox Management.

• Schedule meetings

• Send follow-up materials, letters, thank you cards, etc.

• Update PowerPoint presentation for monthly forums.

• Attend/Support Forum meetings

• Research attendees and promote them in the webinar

• Data Entry – Updating CRM.

• Calling Event Registrations.

• Registration Tracking.

• Project Management.

Qualifications

• Experience in entrepreneurship and finance and other relevant fields

• Skills with Office 365, Task Management Software, and CRM

• Ability to work pro-actively and drive team performance towards objectives

• Strong attention to detail

• Excellent written and oral communication skills

• Must be organized and be able to organize fellow team members