Location: Vinings area. In office position |  In-Office position:  Monday-Friday 8:30 am - 5:30 pm
Compensation: Salary + Discretionary Bonus 

Position Overview:

We are seeking a dynamic, highly-organized and detail-oriented Executive Assistant with multi-tasking abilities. This role supports the executive team with administrative tasks and contributes directly to the growth of the firm through marketing initiatives, client outreach, and business development support.

This position is ideal for a proactive problem-solver who thrives in a fast-paced, ever-evolving environment and is interested in gaining exposure to all facets of a boutique middle market Mergers & Acquisitions firm. 

Key Responsibilities: 

• Manage demanding Outlook Calendar, high-volume email (100+ daily), scheduling calls/meetings and travel for the President. Ensure seamless execution of back-to-back meetings and deal flow by providing real-time reminders, managing transitions, and proactive anticipation of needs and schedule shifts.
• Schedule meetings for the President, Vice President, and other firm leaders.
• Coordinate, plan and execute firm-hosted and internal/external events for business development and client engagement, occasionally outside standard business hours.
• CRM maintenance using Salesforce: update CRM records by capturing client and prospect data from calls/email traffic, logging calls with notes, monitoring outreach.
• Client and prospect relationship management with high focus on people skills and customer service.
• Maintain confidentiality in handling sensitive information and communications.
• Screening calls.

INSIDE SALES ASSISTANT Salesforce CRM proficiency preferred

• Identify, qualify, and engage prospective business owners and referral sources through phone, email, and LinkedIn outreach.
• Leverage Salesforce to manage all lead activity by entering/updating new contacts, logging calls with notes, monitoring outreach, pipeline progress, and generating activity reports.
• Perform basic preliminary company set-up using database tools.
• Schedule meetings for the President, Vice President, and other firm leaders with qualified prospects and referral sources
• Maintain clean, up-to-date CRM records, capturing client and prospect data from calls and email traffic.

Qualifications:

• Bachelor’s Degree required (Accounting, Finance, Business, or Marketing preferred).
• 2+ years of professional business experience, ideally in corporate or finance-related environment.
• Highly organized, self-motivated, and strategic management of multiple priorities.
• Proficiency in Microsoft Office Suite (particularly Outlook, Word, Excel, and PowerPoint).
• Excellent verbal and written communication skills; strong phone presence and consultative approach.

Training Provided As Needed:

• Salesforce, ZoomInfo Capital IQ, Hoovers, Constant Contact, and other firm-specific databases and systems.