Executive Assistant at Adamy Valuation

Grand Rapids, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

0.0

Posted On

19 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Executive Assistance, Client Engagement, Office Management, Organizational Skills, Communication Skills, Problem Solving, Attention to Detail, Process Improvement, Salesforce, Microsoft Office, Team Collaboration, Event Planning, Confidentiality, Time Management, Self-Starter, Client Service

Industry

Financial Services

Description

Description About Us: At Adamy Valuation, our purpose is to help leaders overcome obstacles and achieve their vision of building a great business. We are a trusted partner to companies nationwide, providing business valuation, consulting, and advisory solutions for business growth and transition. Our expertise is centered in succession and transition planning, employee stock ownership plans (ESOPs), mergers, acquisitions, equity incentive plans, shareholder disputes, divorce, and other situations where ownership value plays a critical role in decision-making for private companies. We work at a high level because our clients expect it and because we require it of ourselves. We set high standards for technical excellence, sound judgment, and follow-through. Our culture is built on our core values: Unbiased Integrity, Growth Mindset, Commitment to Quality, Intrepid Confidence, and Accountability to the Team. These values shape how we operate, how we show up for our clients, and how we push each other to grow. We offer a fast-paced, collaborative environment where team members are expected to learn quickly, contribute meaningfully, and take ownership of their work. This is a place for people who are motivated by challenge, thrive under pressure, and take pride in delivering excellent work. What You’ll Do: The Executive Assistant plays a critical support role to a four-person leadership team. This role blends executive assistance, client engagement support, and administrative and office management responsibilities. The Executive Assistant will enable the leadership team to stay focused on client needs and high-impact priorities by anticipating needs, managing competing demands, and ensuring that both clients and team members experience seamless support. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced environment where anticipating needs and creating efficiencies are essential. Success in this role will be defined by the ability to proactively address challenges, improve processes, and contribute to a collaborative atmosphere that enhances the overall effectiveness of our operations. Key Responsibilities: Executive Support Manage calendars, email, travel, expenses, and communications with discretion and timeliness. Prepare meeting agendas, materials, and follow-up notes to ensure leadership effectiveness. Handle confidential information with professionalism and sound judgment. Operational Support (Client-Facing) Coordinate client communications and scheduling. Maintain and update Salesforce (or other CRM) records related to clients and projects. Assist with preparation and execution of client proposals and engagement letters. Administrative Support (Internal/Office) Manage office logistics including supplies, vendors, facilities, and visitor experience to maintain a professional environment. Support finance and administrative tasks such as processing invoices, preparing bank deposits, and expense tracking. Coordinate event planning and ensure smooth execution of internal and external gatherings. Provide process documentation and process improvement support for leadership and firm-wide initiatives. Coordinate conferences planning and related marketing logistics. Team Culture & Onboarding Coordinate new- hire onboarding and training logistics. Support employee recognition programs, team summits, and other cultural initiatives to foster a collaborative, team-first environment. Requirements What We Look For: We’re not just looking for resumes—we’re looking for people who are energized by challenge, eager to learn, and ready to contribute. The strongest candidates will bring: Proven experience as an executive assistant, operations coordinator, office manager or in a similar role, preferably supporting senior executives. Strong business writing and communication skills. High level of client service professionalism. Self-starter with the ability to anticipate needs and work independently. Comfortable problem solving and making judgement calls to keep work moving forward. Ability to manage multiple projects and meet deadlines in a fast-paced environment. Exceptional organizational skills with strong attention to detail. Thrives in a growth-oriented and innovative environment, embraces feedback, and sees challenges as opportunities for learning and growth. Proficiency in Microsoft Office, primarily Outlook, SharePoint, Teams and Word. Ability to handle sensitive and confidential information with discretion. Prior professional services industry experience preferred. Salesforce experience or similar CRM software experience preferred. Familiarity with the Entrepreneurial Operating System (EOS) preferred. What You’ll Gain: People-Centered Culture: We balance high expectations with high support. Our team-first approach includes flexibility, collaboration, and benefits like summer half-day Fridays. Clear Expectations, Competitive Rewards: We offer a competitive salary with opportunities for performance-based bonuses tied to the quality and consistency of your work. Comprehensive Benefits: Access to generous benefits including health, dental, 401(k) matching, paid parental leave, and more.

Responsibilities

The Executive Assistant supports a four-person leadership team by managing calendars, communications, and operational tasks. This role ensures seamless support for both clients and team members, enhancing overall effectiveness.