Prioritize supervisor needs, client projects, and other responsibilities in the fast-paced environment of a Sales Organization • Continually adjust meeting schedules according to supervisors preferences • Provide travel options and book reservations for flights, hotels, cars, restaurants, and other events for Executive Team • Screen emails, phone calls, mail and internal requests for meetings as the gate-keeper for both the Managing Partner and President of NASB • Create production reports for entire NASB production and email to NASB partners • Collect Financial reports from Integrity Accounting for NASB, Milner Financial, HarveyTime, and Elevation and send to Chad for review • Receive all bills for NASB, review, and submit to be paid for NASB through Bill.com/Coupa • Summarize all bills for NASB monthly and send to Executive team for review • Organize budget for NASB with Executive Team and review monthly for budget performance review • Attend all Financial meetings with Integrity for NASB/Milner Financial and summarize calls for Executive Team • Reconcile and submit expense reports in Concur/Coupa for Executive Team • Order meals according to the needs of the Executive Team • Manage NASB Reward Jacket program for NASB agents • Assist Travel Coordinator position with Partner Trip Annually • Assist Travel Coordinator position with NASB Convention Annually • Assist Travel Coordinator position with NASB agent Trip Annually • Participate in "partner chat" text message groups to monitor and participate in the NASB partners group chat to collect relative business information from leadership in the field • Other duties as assigned. • Completely trustworthy in maintaining confidentiality with high-level company documents and meetings • Highly professional with phone and email communication, especially with clients • Proficient in Microsoft Word, PowerPoint, Excel, and Outlook • Proficient in writing, editing, and typing skills • Excellent attention to detail and high accuracy in data entry • Excellent organizational skills and self-motivation without supervision • Maintain a positive, can-do attitude under pressure • Able to learn new skills and work overtime frequently as needed by supervisors.