Administrative Assistant (Peak Business Valuation)

Position Summary

We are seeking a detail-oriented Business Administration Assistant to support day-to-day office operations, client communications, and internal workflow tracking. This fully remote role in Utah is primarily email-driven and process-focused, with an emphasis on follow-up, organization, and accuracy. Prior experience is not required; diligence, reliability, and strong communication skills are essential to keeping projects moving, maintaining clean records, and ensuring clients receive timely and professional communication.

Key Responsibilities

Client & Project Coordination

• Monitor and manage client and internal email correspondence
• Send engagement agreements, proposals, and pricing quotes
• Follow up with clients on outstanding documents, agreements, and requests
• Maintain the project tracker and follow up to ensure deadlines are met

CRM & Tracking

• Enter and maintain all leads and deals in CRM (Hubspot)
• Ensure CRM records align with the internal lead tracker
• Send outreach and follow-up messages as directed
• Assist with Google review requests and follow-up

Administrative & Financial Support

• Prepare and proofread engagement agreements, proposals, and invoices
• Assist with invoice follow-up and collections
• Generate and distribute monthly accounts receivable past-due reports
• Maintain and update contact lists and internal reference sheets

Operational Support

• Assist with conference and event logistics as needed
• Perform manual data entry across internal systems
• Handle sensitive client and financial information with discretion

Qualifications

• Strong written communication skills, particularly in professional email correspondence
• Proactive communicator who asks questions, seeks clarification, and keeps stakeholders informed
• Comfortable receiving feedback and correction, with the ability to adapt quickly and improve accuracy
• Flexible and responsive, with the ability to pause tasks to address time-sensitive emails and messages
• Highly organized with strong follow-up discipline and attention to detail
• Capable of managing repetitive administrative tasks with consistency and reliability
• Trustworthy and able to handle confidential client and financial information
• Approach daily work with a positive, solution-oriented mindset and strong personal accountability
• Willingness to learn internal systems, workflows, and best practices
• Service-oriented mindset focused on responsiveness and client experience

Benefits

• Flexible PTO
• Medical, dental, and vision insurance with FSA options
• Company-paid life insurance
• Paid parental leave
• 401(k) with company match
• Professional development opportunities
• 12 paid holidays off
• In-office, hybrid, and fully remote work options are available (Utah residents only)