. Computer literacy and familiarity with various computer programs such as MS Office
. Prior Experience of Customer Service
. Ability to Multitask, organize, and prioritize work
. Assess inbound calls
. Email Management
. Task Management
. Data Entry
. Check, calculate and verify data
. Calendar management, including confirming appointments, scheduling meetings and more
. Schedule meetings and send reminders
. Managing Minutes of the Meeting Managing engagement letters, contracts, and agreements.
. Client outreach, including thank you notes, phone calls, emails and more
. Follow up on unpaid client invoices
. Maintain and update a database of client information
. Good Communication
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