Administrative Assistant (Peak Business Valuation) jobs in United States
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Amplēo · 7 hours ago

Administrative Assistant (Peak Business Valuation)

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

Amplēo provides experienced business leaders to companies on a fractional basis, helping them achieve their full potential. The Administrative Assistant role involves supporting day-to-day office operations, client communications, and internal workflow tracking, with a focus on organization and accuracy.

ConsultingFinanceFinancial Services

Responsibilities

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

Qualification

Written communicationOrganizational skillsAttention to detailProactive communicationClient service orientationAdaptabilityReliabilityPositive mindset

Required

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)

Company

Amplēo

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Amplēo offers CFO, transaction advisory, turnaround, and restructuring financial services.
dateFounded in 1996
location
Lehi, Utah, USA
people-size51-200 employees
web-link
https://ampleo.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Unity Partners
2025-06-24Private Equity

Leadership Team

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Lincoln Howell
Chief Executive Officer
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Recent News

Business Wire
Unity Partners Forms Midwestern Landscaping Platform with Yardmaster, Big Lakes and Kunco
2025-12-02
PR Newswire
AVL Growth Partners Joins Amplēo Group, Doubling the Firm's Fractional CFO and Accounting Services
2025-10-15
PR Newswire
Avalaunch Media Joins Amplēo to Deliver Embedded Fractional Marketing Teams for Small and Scaling Companies
2025-09-11
Company data provided by crunchbase