Executive Assistant & Financial Analyst

The Firm is looking to add to our team!

The Firm is seeking an organized, meticulous and adaptable individual for the position of Executive Assistant & Financial Analyst. An individual in this position will spend their day gathering financial data from our clients, developing business valuations, corresponding with business owners, and fostering the growth of our customer base. Do not apply for this position if you are not a fast-paced, strategic individual, willing to work in a challenging, yet rewarding position.

This is an hourly position and compensation will be determined by your experience, with the opportunity of gaining a salaried position.

Requirements:

• Craft and send professional emails to business owners in volume
• Must have excellent listening, memory, and note taking skills
• Think strategically to build valuations, generate client leads, and promote our brand
• Scheduling President for 18-25 appointments/day
• Minimum typing speed of 70 words per minute
• Equal strength with math as well as with fostering customer relationships
• Must have the ability to multi-task and prioritize duties in a busy atmosphere
• Must be highly proficient in computer programs including Excel and Word
• Strong knowledge and understanding of basic math principles
• Ability to write, edit, proofread, and publish written correspondence
• Decisive team player who can prioritize, manage, and complete multiple tasks
• Maintain a highly-organized and driven work ethic
• Speak persuasively and knowledgeably about your valuation, what The Firm can do for a client, and why we are the best partner for selling their business
• Promote and maintain all principles of confidentiality
• Self-assured confidence in working with individuals via telephone
• Work in tandem with the sell-side team, effectively communicating scope and timelines of your work
• No previous sales or mergers and acquisition experience is required

Position:

• With training, develop business valuations from financial documents
• Present and explain business valuations to management and to sellers
• Modify existing valuations with a keen eye for detail
• Craft email correspondence in a professional manner to other business owners
• Correspond with sellers about the progress of their listing
• Assist clients as needed including answering the telephone, conducting experience calls, or other duties as assigned
• Occasionally write, edit, and post marketing documents for our business listings
• Learn the basics of the mergers and acquisition field to foster a working knowledge of our work and our role in assisting individuals buying or purchasing a business
• Work 40-45 hours per week with starting pay dependent upon experience