Executive Assistant

Job Description

Job Title: Executive Assistant

Location: Bethesda, MD

Type: Contract to Hire

Pay: $80-90k

Schedule: In-office

Job Duties:

Track business development efforts for BDO’s through CRM and weekly pipeline reports

Maintain CRM Database, updating as necessary

Maintain tickler system to ensure client meetings are routinely scheduled

Schedule meetings, coordinating schedules with clients and other CCT professionals, and confirm meetings 24 hours in advance

Arrange travel for prospect and client meetings

Research potential prospects through use of public and private media (or other sources as appropriate)

Prepare documentation and provide overall support to clients applying for third-party collateralized line of credit programs; interfacing with bank providers and serving as an internal resource/junior subject matter expert

Prepare monthly analytical reports, materials for client meetings and other maintenance reports for clients

Analyze prospect statements through use of FactSet and Morningstar and prepares presentation material for prospect meetings

Order, prepare and maintain marketing materials

Act as primary liaison with Marketing for event planning

Help plan and orchestrate small business development events

Develop correspondence database for solicitation and follow-up to clients and prospects

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.