Virtual Assistant at Great Assistant

Feedinkoo: Remote Jobs; United States; Remote; USD 34,000 - 49,000; Part time

Job summary

Brandywine Mergers & Acquisitions, LLC is seeking a detail‑oriented Virtual Assistant to coordinate client engagements under the guidance of James Keane, VP of Operations. This is a 1099 contractor, remote, part‑time role with 25–30 hours per week, flexible hours, and occasional EST‑based meetings.

You’ll handle project coordination, documentation, follow‑ups, and CRM workflows, while maintaining deal rooms and bi‑weekly status reports.

Qualifications

• Detail‑oriented, organized, and a clear communicator.
• Comfortable questioning processes and suggesting improvements.
• Able to stay organized in a fluid environment with changing priorities.

Responsibilities

• Coordinate operational activities throughout client engagements.
• Gather, organize, and maintain financial, operational, and business information.
• Prepare and maintain information needed for marketing materials and buyer documentation.
• Maintain spreadsheets and activity reports, and deliver bi‑weekly progress reports to clients.
• Manage client records, tasks, documents, and workflows in the CRM/transaction management system.
• Organize and maintain secure deal rooms and keep required files current.
• Track outstanding action items from weekly team meetings.
• Follow up on data requests, Q&A requests, and other outstanding information.
• Coordinate with internal team members on project timelines, milestones, and deliverables.
• Support prospective buyer communications by gathering information and coordinating responses.
• Maintain accurate records of buyer questions and answers.
• Monitor project progress and generate regular status reports.
• Check in with the VP of Operations regarding deals in due diligence and preparation phases.
• Prioritize urgent items that arise during due diligence.

Skills

Attention to detail

Communication

Process improvement

Team collaboration

Excel

Tools

Microsoft 365

Google Workspace

CRM & Project Management Systems

One Hub

ChatGPT

Mailchimp

Dropbox

Job description

Frank Michel is a Partner at Brandywine Mergers & Acquisitions, LLC, a sell-side M&A advisory firm that has been in business for 25 years. Brandywine M&A works with owners of small to medium sized businesses, typically those preparing to sell for retirement purposes, and serves as the owner’s advocate and exclusive advisor throughout the process.

We are looking for a detail-oriented, organized, and communicative Virtual Assistant who can help coordinate the operational work involved in moving client engagements forward. In this role, you will support James Keane, VP of Operations, and should be comfortable working in a fluid environment where priorities can change as deals progress.

As our assistant, you should also share Brandywine Mergers & Acquisitions’ commitment to these core values:

• Put Honesty & Truth First
• Treat Everybody with Fairness & Respect
• Live by the Golden Rule
• Embrace New Challenges & Be Willing to Grow

As our Virtual Assistant, you will play an important role in keeping client engagements organized and moving forward, supporting the team with project coordination, documentation, follow-ups, and transaction details.

Some of your responsibilities will include:

• Coordinate operational activities throughout client engagements
• Gather, organize, and maintain financial, operational, and business information
• Prepare and maintain information needed for marketing materials and buyer documentation
• Maintain spreadsheets and activity reports, and deliver bi-weekly progress reports to clients
• Manage client records, tasks, documents, and workflows in the CRM /transaction management system
• Organize and maintain secure deal rooms and keep required files current
• Track outstanding action items from Brandywine’ weekly “all-hands” team meetings
• Follow up on data requests, Q&A requests, and other outstanding information
• Coordinate with internal team members on project timelines, milestones, and deliverables
• Support prospective buyer communications by gathering information and coordinating responses
• Maintain accurate records of buyer questions and answers
• Monitor project progress and generate regular status reports
• Check in with the VP of Operations regarding deals in due diligence and preparation phases
• Prioritize urgent items that arise during due diligence

In addition to the above, the ideal candidate must be/have:

• Strong attention to detail and process
• A clear and effective communicator
• Comfortable questioning processes and suggesting improvements
• Friendly, patient, and able to work well with an easygoing team
• A good sense of humor
• Strong spreadsheet skills, especially in Excel
• Familiarity with profit and loss statements is a major plus
• Able to stay organized and follow through in a fluid environment with changing priorities
• You must be tech-savvy and quick to pick up new tools and software

Experience with the following tools is a plus!

• Microsoft 365, especially Excel
• Google Workspace
• CRM & Project Management Systems
• One Hub
• ChatGPT
• Mailchimp
• Dropbox

Position Details

• This is a 1099 contractor position
• The position will be 25-30 hours per week, with the possibility of increasing as needed
• Hours are flexible, with some overlap with standard business hours from 9:00 AM to 5:00 PM EST for team meetings and internal and client communications
• You must be available for potential 9:00 AM EST calls
• The pay rate is $30/hr. USD
• You must be able to pass a background check
• We are looking for someone to become a long-term (3+ years) team member