Hybrid Executive Assistant (Peak Business Valuation) na Peak Business Valuation

Title: Executive Assistant

Department: Ampleo Valuation Services (Peak Business Valuation)

Location: Hybrid

About Peak Business Valuation

Peak Business Valuation is a fast-growing professional services firm. The company provides specialized business valuations for SBA lenders, economic damages assessments, and divorce-related valuations. With a focus on precision and client service, Peak is a trusted partner to banks, legal professionals, and business owners nationwide.

To continue supporting this growth and reduce operational load, the CEO is seeking a highly capable Executive Assistant to manage client communications, project workflows, and essential administrative operations.

Position Summary

The Executive Assistant will serve as a direct partner to the CEO and VP of Operations, managing internal operations and external communication to maximize leadership impact. The ideal candidate is proactive, organized, and thrives in high-accountability environments. You’ll manage projects, oversee client workflows, and drive efficiency in a fast-paced setting.

Key Responsibilities

• Manage CEO’s email inbox and respond, flag, or delegate communications as needed
• Own client-facing coordination including scheduling, follow-ups, and information requests
• Send engagement agreements, manage payment processes, and track deliverables
• Maintain project oversight in Slack and ClickUp, ensuring timelines are met
• Support migration from Google Sheets to ClickUp for improved project visibility
• Coordinate across departments and external stakeholders
• Participate in meetings and assist with action item tracking
• Proactively identify areas to improve efficiency and simplify processes
• Coordinate and prepare materials for internal and external meetings.
• Draft, edit, and proofread reports, presentations, emails, and other communications.
• Book travel arrangements (flights, accommodations, ground transportation) and create detailed itineraries.
• Ensure executive is prepared for meetings and travel engagements with necessary materials and briefing notes.
• Maintain filing systems, contact databases, and digital records.
• Support the onboarding of new employees and coordination of team events.

Required Qualifications

• 3+ years of experience as an Executive Assistant or Project Manager
• Demonstrated strength in client communication and stakeholder management
• Highly organized with the ability to manage competing priorities and tight deadlines
• Proficient in Gmail, Slack, and Box.com
• Familiarity with project and CRM tools such as HubSpot, ClickUp, or Keap/Infusionsoft
• Resourceful, self-directed, and solutions-oriented
• Must be available to work full-time aligned to U.S. Mountain Time Zone hours

Preferred Qualifications

• Experience supporting C-level executives in a service-based business
• Previous exposure to legal, valuation, financial services, or consulting environments
• Prior use of HubSpot and ClickUp a plus

Perks of the Role

• Work closely with a driven and visionary CEO
• High visibility and ownership across client operations
• Join a rapidly growing company with a meaningful mission
• Remote flexibility with consistent, predictable hours
• Opportunity to make a direct impact and improve systems and workflows

Ampleo is an equal opportunity employer that embraces diversity and inclusion in the workplace. We are committed to building a team that represents a variety of backgrounds, skills, and perspectives because we know this only makes us better.  We strongly encourage women, persons of color, LGBTQIA+ individuals, persons with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.