Executive Assistant

Client Overview

This company helps small to medium-sized business owners value their business and find buyers, acting as a professional intermediary through the entire selling process.

Role Summary

This is a broad, client-facing role for a proactive, growth-minded Executive Assistant. The successful candidate will be the operational backbone of the team, managing communication, client coordination, CRM and pipeline, operations, marketing support, and team support. This role requires taking ownership, anticipating needs, working comfortably with AI tools, and solving problems independently.

Key Responsibilities

• Own calendar management, including coordinating meetings and protecting focus time.
• Manage email and inbox, handling daily correspondence and building templates.
• Coordinate with clients and prospects, guiding them through each step of the process.
• Manage the CRM, keeping records and the pipeline current and accurate.
• Drive lead nurturing and follow-up activities.
• Coordinate day-to-day operations and client delivery workflows.
• Track deliverables and deadlines, providing status updates.
• Prepare and update business listings, marketing kits, and deal documentation.
• Assist with social media content, newsletters, blog content, and short-form video clips.

Required Qualifications

• Experience as an Executive Assistant, Virtual Assistant, or in a similar client-facing role.
• CRM and pipeline experience.
• Comfortable using AI tools and eager to learn new systems.
• Comfortable in a remote, single-employer role during CST business hours.

Soft Skills & Attributes

• A genuine go-getter who takes initiative, anticipates needs, and takes full ownership.
• Thrives without being micromanaged.
• Strong, warm communicator who is confident and professional on the phone and on Zoom with clients.
• Excellent written and spoken English.
• Highly organized, flexible, and able to work independently.
• Discreet and reliable with confidential client information.

Compensation

Competitive package.

Location & Work Arrangement

Remote, during CST business hours.