Business Operations & Executive Coordinator
Remote · Jornada completa
Sé el primero en postularte
- Experiencia
- Más de 5 años
- Salario
- USD 80,000 – USD 95,000 / year
- Vacantes
- 1
- Al corriente
- Hace 3 horas
- Modo de trabajo
- Trabajar desde casa
- Elegibilidad
- Candidates based anywhere in the United States may apply, though those in the Eastern Time zone are preferred. Applicants should have at least 5 years of relevant experience and the ability to work remotely with a dedicated workspace.
- Reanudar
- Se requiere solicitud
Descripción del trabajo
About DeVoe & Company
DeVoe & Company is a consulting and investment banking firm focused on the wealth management sector, especially RIA firms. Established in 2011 by industry leader David DeVoe, the firm has delivered more than 950 client projects across consulting, mergers and acquisitions, and valuation. Its team is made up of seasoned professionals with experience in strategy consulting and investment banking, many of whom have previously served as C-level leaders at RIAs managing roughly $1B to $200B+ in assets.
Role Overview
DeVoe & Company is looking for a highly organized, proactive, and resourceful Business Operations & Executive Coordinator to join its expanding team. This is not a standard administrative position. About half of the role is dedicated to supporting company leadership, while the rest covers Salesforce administration, operational support, marketing coordination, event planning, and special projects. The role offers regular exposure to investment banking, strategy, marketing, technology, and operations.
Executive Support
- Coordinate executive calendars, travel arrangements, and meeting logistics.
- Help prepare leaders for client meetings, conferences, and speaking engagements.
- Stay ahead of needs and resolve issues before they become problems.
- Organize board, leadership, and client-facing meetings.
Salesforce and Business Operations
- Take ownership of Salesforce administration as the main system administrator.
- Keep CRM records accurate and maintain reports and dashboards.
- Streamline workflows and introduce automation for administrative tasks.
- Assist with technology rollouts and cross-functional initiatives.
Marketing Support
- Assist with marketing initiatives, webinars, and client-facing communications.
- Help manage marketing calendars and project schedules.
- Support email campaigns, website content updates, and social media scheduling.
- Work with vendors and creative partners to keep projects moving.
Event Management and Firm Administration
- Plan and coordinate conferences, client events, executive dinners, and off-site meetings.
- Manage registration, travel, venues, catering, and attendee communication.
- Support event budgets, schedules, and outside vendors.
- Assist with onboarding activities and internal team events.
Compensation and Benefits
The base salary range for this role is $80,000 to $95,000, with bonus eligibility. Final pay will depend on factors such as location, qualifications, certifications, relevant experience, education, skill set, and other business considerations, in line with applicable law. Additional benefits include performance-based bonus potential, medical reimbursement for the employee and eligible dependents, a 401(k) profit sharing plan, paid time off, and nine paid holidays. The company provides equipment, and the role requires a dedicated workspace in a fully remote setup.
EEO and Compliance
DeVoe & Company is an equal opportunity employer and complies with federal, state, and local laws prohibiting discrimination on the basis of age, race, color, gender, sexual orientation, gender identity, national origin, religion, disability, genetic information, pregnancy, protected veteran status, and other protected classifications. The company is also an E-Verify employer.
Location
This is a remote position. Eastern Time zone candidates are preferred, but applicants anywhere in the United States may be considered.