Remote Executive Assistant to Senior Leaders | CRM & BD Support

Beacon Hill Staffing Group, LLC; Montpelier (VT); À distance; USD 65 000 - 110 000; Plein temps

Résumé du poste

Beacon Hill Staffing Group, LLC, West Palm Beach-based client in the professional services sector, seeks an Executive Assistant to support a two-person senior leadership team. The role emphasizes meeting prep, business development tracking, and close coordination with a marketing agency in a fast-paced, client-focused environment.

The ideal candidate has 5+ years of admin support, experience in financial services or asset management, and strong MS Office and AI-tool proficiency.

Qualifications

• 5+ years of administrative support experience, ideally supporting senior executives.
• Experience in alternative asset management, private credit or financial services.
• Hard-working and proactive, with a track record of anticipating needs and staying one step ahead.
• Highly responsive, with quick and precise handling of communications.
• Highly organized, with extreme attention to detail.
• Ability to synthesize information quickly, work independently, and know when to ask questions.
• Strong technology skills, including Microsoft Office (Outlook, Word and Excel) and AI tools.
• Strong research and written communication skills.
• Familiarity with CRM systems.
• Must live within commuting distance of West Palm Beach.
• Bachelor's degree preferred but not required

Responsabilités

• Provide high-level executive support to the two-person senior leadership team.
• Process meeting and call notes and enter them accurately into the CRM.
• Prepare extensive briefing notes and background materials ahead of meetings and calls.
• Manage complex calendars and coordinate meetings across multiple stakeholders and time zones.
• Review upcoming conferences and attendee lists to identify relevant contacts and opportunities.
• Help track business development outreach, including target lists and follow-ups.
• Coordinate with the firm's outside marketing agency on projects and deliverables.
• Assist the research team as needed.
• Maintain the CRM and electronic filing systems.
• Handle sensitive and confidential information with the highest degree of discretion.

Connaissances

Administrative support

Executive support

Time management

Organization

Communication

Client service

Discretion

Research

Independence

CRM familiarity

Formation

Bachelor's degree preferred

Outils

Microsoft Office

AI tools

CRM systems

Description du poste

Beacon Hill Staffing Group, LLC, West Palm Beach-based client in the professional services sector, seeks an Executive Assistant to support a two-person senior leadership team. The role emphasizes meeting prep, business development tracking, and close coordination with a marketing agency in a fast-paced, client-focused environment.

The ideal candidate has 5+ years of admin support, experience in financial services or asset management, and strong MS Office and AI-tool proficiency.