Executive Assistant – Business Development Coordinator

Current

. Provide executive-level administrative support, including scheduling, communications, follow-ups, and special projects .

Posted 10/26/2026full-timeRemote • United StatesJuniorMid-Level💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in executive-level administrative support, including scheduling, communication, and relationship management. Proficient in financial platforms and CRM systems, with a strong focus on organizational efficiency and attention to detail.

Highest-signal resume keywords

Executive AssistanceRelationship ManagementMicrosoft Office ProficiencyCRM Systems ExperienceInvoicing And Expense Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Executive AssistanceSales CoordinationInvoicingExpense ManagementBusiness Development SupportRecord KeepingProject CoordinationOpportunity TrackingProcess ImprovementConfidential Information Handling

Soft Skills

Organizational SkillsCommunication SkillsTime ManagementAttention To DetailAdaptability

Tools & Technologies

Microsoft OutlookMicrosoft ExcelMicrosoft WordMicrosoft TeamsRamp

Industry Keywords

Professional ServicesAccountingFinancial Services

About the role

Key responsibilities & impact

Provide executive-level administrative support, including scheduling, communications, follow-ups, and special projects
Coordinate outreach and maintain relationships with Partners across the firm's network
Track opportunities and ensure timely follow-up
Support business development initiatives, including referral coordination, relationship tracking, and sales-related activities
Assist with invoicing, expense management, and payment processing using Ramp and other financial platforms
Coordinate CPA referrals and connect employees with appropriate firm resources
Maintain accurate records, reports, contact information, and business development tracking systems
Collaborate with executive leadership and internal teams to complete projects, requests, and deliverables accurately and on time
Identify opportunities to streamline processes and improve administrative efficiency
Provide additional executive and business development support as needed

Requirements

What you’ll need

2–4 years of experience in executive assistance, administrative support, sales coordination, or a related role
Strong organizational, communication, and time-management skills
Excellent attention to detail, accuracy, and follow-through
Comfortable communicating and building relationships with executives, Partners, and internal stakeholders
Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams
Experience with CRM systems, invoicing, or expense management platforms preferred
Ability to work independently, take initiative, and adapt to changing priorities
Professional services, accounting, or financial services experience is a plus
Ability to handle confidential business and financial information with discretion

Benefits

Comp & perks

Health, Dental, and Vision Insurance, with options for fully paid employee-only health and dental coverage
Company-Paid Life and Long-Term & Short-Term Disability Insurance
Supplemental life insurance, critical illness, and accident insurance
Classic Safe Harbor 401(k) Plan with employer contributions
Professional growth, learning, and development opportunities
Access to Becker and LinkedIn Learning
Bonus offered