Administrative Assistant

Original job posting

The role involves managing calendars, scheduling calls, and tracking deal flow within a CRM or spreadsheet. Additionally, the assistant will draft correspondence and maintain documents and outreach materials.

Job details

About Cordane Group Cordane Group is a boutique origination firm built for wealth management. We source proprietary, off market acquisition opportunities for wealth management and advisory firms, and we work with owners of advisory practices considering a sale or an ownership transition. We are a small firm at an early stage, which means the person in this role will see how the whole business works rather than one corner of it. The role We are looking for a detail-oriented Administrative Assistant to support day-to-day operations as the firm grows. This is a fully remote contract position. You do not need to be in Toronto, or anywhere near it. We are open to candidates wherever you are based, as long as you can overlap with Eastern Time for scheduled calls. What you'll do Manage calendars and schedule calls between Cordane Group, wealth management firms, and practice owners Track outreach, follow-ups, and deal flow in a CRM or spreadsheet Draft and proofread emails, LinkedIn messages, and other correspondence Organize and maintain documents related to introductions and conversations Handle general administrative tasks including research, data entry, and scheduling support Help keep our LinkedIn page and outreach materials current What we're looking for Strong written communication and genuine attention to detail Comfortable working independently in a remote, early-stage environment Organized and able to hold several threads at once without dropping any Experience with Google Workspace, a CRM, or scheduling tools is a plus Interest in financial services, wealth management, or M&A is a plus but not required How to apply Attach Resume. Follow the Cordane Group page

What you’ll do

The role involves managing calendars, scheduling calls, and tracking deal flow within a CRM or spreadsheet. Additionally, the assistant will draft correspondence and maintain documents and outreach materials.

Requirements

Candidates should have strong written communication skills, attention to detail, and the ability to work independently in a remote environment. Experience with Google Workspace and CRM tools is preferred.

Listed skills

• written communication · Preferred
• Google Workspace · Preferred
• Data entry · Preferred
• scheduling · Preferred
• CRM · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Calendar Management
• CRM
• Written Communication
• Data Entry
• Google Workspace
• Research
• Proofreading
• Scheduling

Job areas

• Administrative
• Finance & Accounting
• Consulting