Original listing text, shown exactly as published by the company.
and operational assistance. The ideal candidate is adaptable, proactive, and excited to help
build systems and processes within a fast-growing startup-style environment.
The role will initially begin part-time with the expectation of quickly transitioning into a full-time
opportunity for the right candidate.
Key Responsibilities
Administrative & Executive Support
- Manage calendars, scheduling, and speaking engagements
- Coordinate travel logistics and itineraries
- Ensure scheduling alignment to prevent overbooking and conflicts
- Assist with inbox organization and communication follow-up
Client & Relationship Management
- Follow up with prospective and existing coaching clients
- Coordinate communication with financial advisors and industry contacts
- Maintain strong responsiveness and relationship management standards
- Track leads, conversations, and follow-up activity
CRM & Systems Support
- Assist in building and organizing a CRM system for the coaching business
- Help evaluate and maintain technology and workflow systems
- Create organizational processes to improve efficiency and scalability
Event Coordination
- Assist with planning and coordinating in-person events throughout the year
- Communicate with vendors and venue partners
- Coordinate logistics, materials, timelines, and pre-event organization
- Help manage event-related administrative details
Marketing & Social Media Support
- Support basic social media posting and content coordination
- Help maintain visibility and communication consistency across channels
Ideal Candidate Profile
- Strong organizational and multitasking abilities
- Comfortable working in a startup or fast-growing business environment
- Highly adaptable and flexible with changing priorities
- Strong communication and follow-up skills
- Experience coordinating schedules, events, or client communications
- Self-starter who can operate independently
- Positive and professional demeanor
- Comfortable wearing multiple hats and supporting multiple initiatives simultaneously
Preferred Qualifications
- Experience supporting executives, coaches, consultants, or entrepreneurs
- Familiarity with CRM systems and workflow tools
- Event coordination experience preferred…
