New client data collection through market research, Leads generation through available communication channels, and new client’s details entry.
Compile, prepare, and enter data into a computer from various sources including accounting, sales team, and related documents;
Create and maintain computer based tracking information and reports including assigned databases, records, and lists; create standard statistical spreadsheets; input corrections and updates; assist in the compilation of reports.
Maintain accurate and up-to-date offices files, records, and logs; develop, prepare, and monitor various logs, accounts, and files for current and accurate information including manual and computer logs other specialized or technical documents processed.
check, verify, and review materials, applications, records, and reports for accuracy, completeness, and conformance with established standards, regulations, policies, and procedures; ensure materials, reports, and packets for signature are accurate and complete.
Assist in designing and producing technical information handouts; copy, disseminate, and post documents and information as appropriate.
Utilize various computer applications and software packages; develop, enter data, maintain, and generate reports from a database or network system; create and administer mailing lists; design, maintain, and utilize data to develop reports using spreadsheet software; create, format, and revise charts, graphs, flowcharts, worksheets, and forms using appropriate software.
Prepare work schedules; provide work assignments, instruction, and provide information and feedback to appropriate supervisory staff regarding performance of assigned staff.
Draft and/or type, word process, format, edit, revise, and process a variety of documents and forms including reports, correspondence, memoranda, agenda items and reports, agreements, ordinances, resolutions, technical and statistical charts and tables, and other specialized and technical materials from rough drafts.
Respond tactfully, clearly, concisely, and appropriately to inquiries from the public, press, or other agencies on sensitive issues in area of responsibility