Executive Service Associate

Generational Group; Richardson (TX); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Generational Group is seeking a driven, detail-oriented Executive Service Associate to support the Sales department in a fast-moving M&A environment in Richardson, TX.

You will manage client documentation, review financials, process payments, and support reports and events while maintaining confidentiality and high accuracy.

Qualifications

• Experience handling high-volume data entry with accuracy and organization.
• Basic accounting tasks such as processing payments and invoicing.
• Proven ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.
• Proficiency with MS Office, especially Excel and Word.

Responsibilities

• Serve as the point of contact for incoming client documentation via FedEx, UPS, mail, and email, and organize materials into client files.
• Review client financial documentation to determine engagement viability or route for additional review.
• Process client payments.
• Manage and distribute weekly sales reports.
• Manage invoicing and collections for outstanding or partial payments.
• Maintain high-volume data entry for new clients, payments, and case notes.
• Maintain and update the client intake log.
• Distribute W-9 forms upon request.
• Prepare and distribute weekly Final Conference Reports.
• Support preparation of materials for ACG events.
• Maintain professional communication in all interactions.
• Support multiple ongoing projects while meeting deadlines.

Skills

Data entry

Organization

Communication

Multitasking

Attention to detail

Education

Associate or Bachelor’s degree or equivalent experience

Experience in administrative, sales support, or operations coordination

Tools

Excel

Word

MS Office

Job description

Join over 300 of the brightest minds in middle-market mergers and acquisitions.

We're always on the look out for talented people to join our award-winning team. Our people are paramount to our success so you'll need to be at the top of your game and prepared to work hard to achieve our goals and the goals of our clients. Browse our current opportunities and discover the benefits of working at Generational Group below.

About Generational Group

Generational Group is North America's leading business transition firm, dedicated to helping business owners plan for and execute the successful sale of their company. With a team of more than 250 professionals and decades of combined M&A experience, we guide clients through every phase of the exit process - from strategic planning and business valuation to marketing, negotiation, and closing.

Our mission is to maximize the value business owners receive for their life's work while ensuring a smooth and successful transition. We are committed to building long-term relationships grounded in trust, integrity, and results. At Generational Group, our people are our greatest asset, and we foster a collaborative, high-performance culture where every team member plays a meaningful role in our clients' success.

Position Overview

Generational Group is seeking a driven, detail-oriented professional to support sales operations and administrative coordination within a dynamic M&A environment. The Executive Service Associate provides essential administrative and operational support for the day-to-day functioning of the Sales department, with a strong emphasis on accuracy, follow-through, and confidentiality. The ideal candidate combines strong organizational, project-coordination skills, and excellent communication abilities with the ability to manage several concurrent workstreams in a fast-moving environment.

Key Responsibilities

• Serve as the point of contact for incoming client documentation received via FedEx, UPS, mail, and email, and organize materials into client files.
• Review client financial documentation to determine whether an engagement should proceed as submitted or be routed for additional review.
• Process client payments.
• Manage and distribute weekly sales reports.
• Manage invoicing and collections for outstanding or partial payments.
• Maintain accurate, high-volume data entry for new clients, payments, and case notes.
• Maintain and update the client intake log.
• Distribute W-9 forms upon request.
• Prepare and distribute weekly Final Conference Reports.
• Support preparation of materials for ACG (Association for Corporate Growth) events.
• Maintain professional written and verbal communication in all internal and external interactions.
• Support multiple ongoing projects while meeting deadlines.

Necessary Skills & Attributes

• Strong organizational skills and attention to detail, particularly when performing high-volume data entry.
• Comfort with light accounting tasks, including payment processing and invoicing.
• Ability to work independently and manage multiple competing/shifting priorities.
• Sound judgment, problem-solving ability, and decisiveness.
• Ability to maintain composure and perform well under pressure.
• Excellent written and verbal communication skills.
• Proficiency in MS Office, specifically Excel and Word.

Qualifications

• Associate or bachelor's degree, or equivalent professional experience.
• Prior experience in an administrative, sales support, or operations coordination role.
• Demonstrated experience with high-volume data entry and organized document management.
• Basic accounting or bookkeeping experience, such as processing payments or managing invoicing, is preferred.
• Strong proficiency in Microsoft Excel and Word.

Why Generational Group

• Be part of a market-leading firm with a proven 30+ year track record of client success.
• Work alongside experienced finance and operations professionals in a collaborative environment.
• Compensation commensurate with experience.
• Opportunities for professional growth and career development.
• A culture built on integrity, excellence, and a genuine commitment to the clients and communities we serve.

Generational Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.