Good Life Companies ยท 17 hours ago
Business Development Assistant
HQ - Celebration, FL
Full-time
Onsite
New Grad, Entry LevelGood Life Companies is a fast-growing, independent RIA platform dedicated to empowering financial advisors to achieve true independence and long-term success. The Business Development Assistant helps keep the Business Development team organized and running smoothly by focusing on data entry, scheduling, and supporting routine processes.
Asset ManagementFinancial Services
Responsibilities
Schedule meetings, keep calendars updated, and prepare basic meeting notes or summaries for the BD team
Help organize agendas and logistics for prospect calls, office visits, and similar activities by confirming details and preparing standard materials
Assemble prospect packets and track simple deliverables, ensuring follow-up tasks are completed on time
Make outreach calls or send emails to confirm information, collect missing details, and help arrange meetings
Support BD representatives by helping track pipeline tasks, reminders, and follow-ups
Work with internal teams such as Legal, Compliance, Operations, and Finance by gathering needed information and passing along updates so documentation can move forward
Maintain a basic issues log and track updates until items are resolved
Update Salesforce records, meeting notes, and pipeline fields based on information provided by team members
Enter advisor and partner data accurately and keep records current
Assist in pulling routine reports and updates showing pipeline status and key metrics
Help maintain written procedures by recording steps and updates as directed
Make sure files, communications, and data are handled according to company guidelines
Assist with event coordination, scheduling, and routing advisor questions to the correct internal team
Keep Salesforce records updated for advisor interactions, statuses, and follow-ups
Prepare basic profiles or summaries for internal presenters before home office visits
Support BD team tasks such as meeting preparation, event logistics, and follow-up emails
Help generate and distribute regular pipeline reports
Perform other routine administrative duties as assigned
Develop a strong understanding of BD tools, processes, and the pipeline system to support the team effectively
Work closely with Regional Directors to keep Salesforce data clean, accurate, and updated on a consistent basis
Help document simple Standard Operating Procedures to support smooth coordination with other departments
Take ownership of scheduling and logistics for home office visits and related BD activities
Assist with weekly check-ins by preparing updates and ensuring pipeline information is current
Identify small improvements in workflow, organization, or communication that help the BD team operate more efficiently
Qualification
Required
High school diploma required
Customer service, administrative, or office experience preferred but not required
Familiarity with Salesforce or other CRM systems is helpful but training will be provided
Basic Excel/Sheets skills (sorting, filtering, simple formulas) preferred
Preferred
Some college or relevant coursework preferred
Customer service, administrative, or office experience preferred
Basic Excel/Sheets skills (sorting, filtering, simple formulas) preferred
Company
Good Life Companies
Our mission is to help more Americans and business owners achieve their version of the Good Life.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Conor Delaney, CEO
Founder & Chief Executive Officer
Lee Alcorn
Chief Financial Officer
Recent News
2025-10-30
Company data provided by crunchbase