Administrative Assistant

Job Description – Administrative Assistant

Key Responsibilities

Lead & CRM Management

* Record new leads and contacts received through meetings, referrals, networking, or other sources into the CRM and spreadsheets.

* Maintain accurate and up-to-date client records.

* Update the CRM with new information and interaction notes as provided.

Supplier Coordination

* Contact suppliers to obtain pricing and product information for upcoming projects.

* Maintain communication with suppliers to ensure timely responses.

Quote Preparation

* Prepare customer quotes using company-approved templates.

* Submit completed quotes to the business owner for pricing and margin review before sending them to clients.

Client Follow-up

* Follow up with clients after quotes have been sent via phone, email, and text messages.

* Continue follow-up until a clear...