Executive Assistant – Business Development Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver high-level administrative support, encompassing scheduling, communication, follow-ups, and special initiatives.

• Facilitate outreach efforts and nurture relationships with Partners within the firm’s network.

• Monitor opportunities and guarantee prompt follow-up.

• Assist in business development activities, including referral management, relationship tracking, and sales-related functions.

• Aid in invoicing, expense oversight, and payment processing utilizing Ramp and other financial tools.

• Organize CPA referrals and connect staff with relevant firm resources.

• Keep precise records, reports, contact details, and business development tracking systems.

• Work in partnership with executive leadership and internal teams to accomplish projects, requests, and deliverables accurately and punctually.

• Recognize opportunities to enhance processes and boost administrative efficiency.

• Provide additional executive assistance and business development support as required.

⛳️ Requirements

• 2–4 years of experience in executive assistance, administrative support, sales coordination, or a similar position.

• Exceptional organizational, communication, and time-management abilities.

• Outstanding attention to detail, accuracy, and follow-through.

• Proficient in communicating and building rapport with executives, Partners, and internal stakeholders.

• Skilled in Microsoft Office, including Outlook, Excel, Word, and Teams.

• Experience with CRM systems, invoicing, or expense management platforms is preferred.

• Capable of working independently, taking initiative, and adjusting to shifting priorities.

• Background in professional services, accounting, or financial services is advantageous.

• Ability to manage confidential business and financial information with discretion.

🏝️ Benefits

• Health, Dental, and Vision Insurance, with options for fully covered employee-only health and dental plans.

• Company-sponsored Life and Long-Term & Short-Term Disability Insurance.

• Additional life insurance, critical illness, and accident insurance options.

• Classic Safe Harbor 401(k) Plan with employer contributions.

• Opportunities for professional growth, learning, and development.

• Access to Becker and LinkedIn Learning resources.

• Bonus potential available.