current-advisors - Executive Assistant & Business Development Coordinator
Requirements
• 2–4 years of experience in executive assistance, administrative support, sales coordination, or a related role. • Strong organizational, communication, and time-management skills. • Excellent attention to detail, accuracy, and follow-through. • Comfortable communicating and building relationships with executives, Partners, and internal stakeholders. • Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams. • Experience with CRM systems, invoicing, or expense management platforms preferred. • Ability to work independently, take initiative, and adapt to changing priorities. • Professional services, accounting, or financial services experience is a plus. • Ability to handle confidential business and financial information with discretion.
Responsibilities
• Provide executive-level administrative support, including scheduling, communications, follow-ups, and special projects. • Coordinate outreach and maintain relationships with Partners across the firm's network, tracking opportunities and ensuring timely follow-up. • Support business development initiatives, including referral coordination, relationship tracking, and sales-related activities. • Assist with invoicing, expense management, and payment processing using Ramp and other financial platforms. • Coordinate CPA referrals and connect employees with appropriate firm resources. • Maintain accurate records, reports, contact information, and business development tracking systems. • Collaborate with executive leadership and internal teams to ensure projects, requests, and deliverables are completed accurately and on time. • Identify opportunities to streamline processes and improve administrative efficiency. • Provide additional executive and business development support as needed.
Benefits
• The total rewards package at Current includes base salary and benefits. • Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. • We provide a robust benefits package, including: • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) • Company-Paid Life and Long-Term & Short-Term Disability Insurance • Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance • Classic Safe Harbor 401(k) Plan with employer contributions • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning • EQUAL OPPORTUNITY
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