Admin & Financial Assistant

We are a growing company looking to acquire a small business in the near future. We specialize in identifying and evaluating new business opportunities, collaborating with brokers, and ensuring smooth financial and administrative processes. Our company culture emphasizes teamwork, attention to detail, and continuous improvement.

Position Overview:
We are seeking a highly organized Admin & Financial Assistant who will play a crucial role in supporting our upcoming business acquisition and day-to-day operations. This is a part-time role (approximately 6 hours per day) with the potential to grow as our company expands.

Key Responsibilities:

Financial Support & Transaction Coordination

Assist in financial accounting tasks, including bookkeeping, basic analysis, and transaction preparation.
Work closely with brokers, lawyers, and other stakeholders to follow up on documents like non-disclosure agreements.
Maintain accurate records of financial data and transactions.
Administrative Duties

Manage and organize the company’s calendar, scheduling appointments, calls, and meetings.
Oversee inbox and prioritize emails based on urgency and importance.
Conduct research and reach out to potential business prospects, following predefined criteria.
Communication & Coordination

Make phone calls to brokers and other key contacts, providing updates or gathering information.
Draft and send emails on behalf of the company, ensuring tone and messaging align with company standards.
Project Work

Perform light project work such as searching for prospective leads in industries like property management or electrical services.
Collect and organize data for lead generation and business development initiatives.

Qualifications:

Strong experience in financial accounting, including an undergraduate degree
Familiarity with business transactions or acquisition processes.
Excellent organizational and time-management skills.
Strong verbal and written communication skills in English.
Ability to multitask and prioritize tasks effectively.
Proficiency in Google Workspace (Gmail, Calendar, Sheets, Docs).
Experience with CRM tools or project management software is a plus.

Please submit your resume, a brief cover letter detailing your financial and administrative experience, and any relevant references.

Also, include in your application: "You scheduled a call with broker John Smith for February 16 at 2:00 PM, but he’s now asking to reschedule to either February 17 at 10:00 AM or February 18 at 3:00 PM. Our attorney also noted the NDA is missing the correct company name—on page 2, it should read “ABC Holdings, Inc.” instead of “ABC Inc.” Meanwhile, we received a prospect’s financial statements (February: $55,000, March: $62,000) but their attached spreadsheet shows February at $60,000 instead; please clarify which is accurate". In your one-paragraph email response (pretend you’re sending it to me, your manager), propose a new meeting date for the broker, highlight the NDA fix, and note how you’ll resolve the sales discrepancy—ensure clarity, organization, and attention to detail throughout.