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