IP Advisory Coordinator: Research, Outreach & Admin

J.S. Held; Chicago (IL); Hybrid; USD 60,000 - 71,000; Full time

Benefits offered by this job

Flexible remote work

Flexible time off

Health insurance

Dental & Vision insurance

401k match

Commuter benefit

Job summary

J.S. Held is seeking an Administrative Assistant for the IP Advisory Practice to support the full Advisory team in Chicago, IL. This role involves market research, outreach management, and coordinating the transactions pipeline with senior team members.

Responsibilities include document preparation, invoicing, data entry, and contributing to reports. The position requires 3+ years in sales/support and a Bachelor's degree, with a hybrid work arrangement in Chicago.

Qualifications

• Bachelor's degree or equivalent training/experience.
• 3+ years in sales, sales support, or business development; consulting/financial services preferred.
• Strong computer skills: MS Office and CRM platforms.
• Experience cold/warm calling CEOs and Managing Directors for new meetings.

Responsibilities

• Perform market and company research for transaction opportunities.
• Manage client outreach processing and track responses.
• Administer and track the transactions pipeline and report data.
• Analyze client documents for transaction processes and prepare reports.

Skills

MS Office

CRM software

Sales outreach

Communication

Education

Bachelor's Degree

Tools

D365

BOX

Salesforce

Monday.com

Job description

J.S. Held is seeking an Administrative Assistant for the IP Advisory Practice to support the full Advisory team in Chicago, IL. This role involves market research, outreach management, and coordinating the transactions pipeline with senior team members.

Responsibilities include document preparation, invoicing, data entry, and contributing to reports. The position requires 3+ years in sales/support and a Bachelor's degree, with a hybrid work arrangement in Chicago.