M&A Sales Assistant

Summary

Join Bainbridge, a leading financial services firm, as a Mergers & Acquisitions (M&A) Sales Assistant! This remote, full-time position offers a competitive hourly rate plus bonus and a comprehensive benefits package. You will support the M&A team in various sales and administrative functions, requiring excellent organizational skills and attention to detail. The ideal candidate possesses prior administrative support experience in professional services and a strong understanding of M&A processes. This role provides opportunities for growth and exposure to high-stakes transactions within a collaborative team environment. The position is based remotely in the US and requires availability during EST business hours.

Requirements

• BA/BS degree in Business Administration, Economics, Finance or a related field
• Previous experience in administrative support or sales support roles, preferably within the M&A, private equity, finance, or corporate services sectors
• Strong organizational skills and attention to detail, with the ability to handle multiple tasks simultaneously
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with CRM software
• Excellent writing skills with experience creating and responding to professional correspondence
• Excellent communication skills, able to interact effectively with internal and external stakeholders
• Ability to work under pressure and meet deadlines while maintaining a high level of accuracy
• Ability to anticipate issues and proactively seek solutions
• Team player who works collaboratively in a team-oriented environment while managing individual responsibilities

Responsibilities

• Accurately create and input deal summaries, client information, and other relevant data into the CRM system
• Maintain an update transaction records to ensure consistency and completeness of information
• Help prepare client facing materials
• Screen and prioritize incoming emails from all stakeholders to ensure timely responses
• Assist with drafting and organizing responses to emails, ensuring clarity and professionalism
• Coordinate the scheduling of client meetings and conference calls, ensuring that all parties are aligned on timing and expectations
• Maintain confidentiality of sensitive business and financial information throughout the transaction process
• Follow firm protocols to ensure secure handling of confidential documents, client data, and deal details
• Assist the M&A team with general administrative tasks to ensure efficient workflow

Benefits

• Health, vision, and dental insurance
• Wellness services
• Retail discounts