Under the direction and supervision of the Director of Operations, the Administrative Assistant is responsible for the following: **Responsibilities**: - Point-person for BTL clients including mastermind and consulting clients - Handle offboarding and onboarding of new mastermind members - Send out communications to the mastermind groups - Load content to the Google Drives for each mastermind group - Generate and send out contracts through HubSpot - Send out reminders to the mastermind groups for each monthly virtual meeting - Ghost call analysis for mastermind groups on a bi-annual basis - Compose and send out surveys and provide summaries to the BTL team - Ensure presentations are ready for each of the monthly call - Send and manage meeting Outlook invites for the month - Independently establishing, organizing, and maintaining documents, and initiating follow-up as needed - Producing reports, creating PowerPoint Presentations, Excel worksheets, and working with other departments to pull data as needed - Balancing conflicting priorities to manage workflow, ensuring the completion of essential projects, and meeting critical deadlines - Providing support to other members of the BTL team as needed - Works on additional projects as needed **Qualifications**: - Must have a strong work ethic - Must be able to manage multiple tasks and meet deadlines with limited supervision (project management like task tracking) - Must be able to prioritize work and work under pressure - Must have exceptional communication and written skills - Must have strong negotiation and people skills - Must have computer skills including Excel, Google documents, and Microsoft Outlook. - HubSpot knowledge is a plus - Must be able to do what is necessary to do the job well, even if it is above and beyond - Must keep information about the firm confidential This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. **About Company** We pride ourselves on our reputation for being dependable and trustworthy for both our clients and our employees.