Virtual Assistant at Great Assistant

Job Description

Please Note: This job is being posted on behalf of Frank Michel by Great Assistant. Great Assistant is a company that works with entrepreneurs to match them to assistants.

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

Please do not contact Frank Michel or Brandywine Mergers & Acquisitions, LLC directly; doing so will disqualify your application.