Remote Consulting Admin & Onboarding Specialist

Heller Fundraising Group; New York (NY); Remote; USD 34,000 - 41,000; Part time

Job summary

Heller Fundraising Group seeks a Consulting Administrative Assistant to support the consulting team remotely in a part-time contract role. Responsibilities include scheduling, data management, drafting client materials, and owning onboarding/offboarding processes.

The role begins as a part-time contractor with potential to transition to full-time as workload expands. You will work remotely, using your own equipment and software, with a focus on accuracy and collaboration.

Qualifications

• 2-5 years of experience in an administrative, coordination, or operations role.
• Exceptional organization, time management, and attention to detail, with the ability to prioritize competing requests.
• Strong proficiency with Excel or Google Sheets, including list cleanup, formatting, and data merging.
• Strong written communication skills and comfort drafting presentations, emails, and reports.
• Experience with scheduling tools (e.g., Calendly) and calendar management.
• Comfortable with collaboration tools such as Slack and shared drive systems.
• Professional, client-ready communication style.
• Self-starter who takes initiative and flags opportunities to improve processes.

Responsibilities

• Client Meeting & Calendar Management: Keep consultant team calendar organized and oversee coordination with clients.
• Data & Analytics Support: Maintain wealth screening files and campaign workbooks; build engagement tools and trackers.
• Research & Content Support: Draft client-facing materials; conduct targeted research and review materials for accuracy.
• Engagement Communications & Materials: Distribute agendas, update materials, and manage notes and action items.
• Client Onboarding & Offboarding: Own onboarding and close-out processes, organize files and collect feedback.

Skills

Organization

Time management

Attention to detail

Excel/Google Sheets proficiency

Calendly scheduling

Slack

Drafting materials

Proactive initiative

Tools

Calendly

Slack

Google Sheets

Excel

Job description

Heller Fundraising Group seeks a Consulting Administrative Assistant to support the consulting team remotely in a part-time contract role. Responsibilities include scheduling, data management, drafting client materials, and owning onboarding/offboarding processes.

The role begins as a part-time contractor with potential to transition to full-time as workload expands. You will work remotely, using your own equipment and software, with a focus on accuracy and collaboration.