Virtual Assistant

About the role

We are seeking a detail-oriented, organized, and communicative Virtual Assistant to support the operational work involved in moving client engagements forward at Brandywine Mergers & Acquisitions, LLC. In this role, you will assist James Keane, VP of Operations, in a fluid environment where priorities may shift as deals progress. The ideal candidate shares our core values:

• Put Honesty & Truth First
• Treat Everybody with Fairness & Respect
• Live by the Golden Rule
• Embrace New Challenges & Be Willing to Grow

You will play a key role in keeping client engagements organized, supporting project coordination, documentation, follow-ups, and transaction details.

Responsibilities

• Coordinate operational activities throughout client engagements
• Gather, organize, and maintain financial, operational, and business information
• Prepare and maintain information needed for marketing materials and buyer documentation
• Maintain spreadsheets and activity reports, and deliver bi-weekly progress reports to clients
• Manage client records, tasks, documents, and workflows in the CRM/transaction management system
• Organize and maintain secure deal rooms and keep required files current
• Track outstanding action items from Brandywine’s weekly “all-hands” team meetings
• Follow up on data requests, Q&A requests, and other outstanding information
• Coordinate with internal team members on project timelines, milestones, and deliverables
• Support prospective buyer communications by gathering information and coordinating responses
• Maintain accurate records of buyer questions and answers
• Monitor project progress and generate regular status reports
• Check in with the VP of Operations regarding deals in due diligence and preparation phases
• Prioritize urgent items that arise during due diligence

Requirements

• Strong attention to detail and process
• Clear and effective communicator
• Comfortable questioning processes and suggesting improvements
• Friendly, patient, and able to work well with an easygoing team
• Good sense of humor
• Strong spreadsheet skills, especially in Excel
• Familiarity with profit and loss statements is a major plus
• Able to stay organized and follow through in a fluid environment with changing priorities
• Tech-savvy and quick to pick up new tools and software
• Experience with the following tools is a plus:
  • Microsoft 365, especially Excel
  • Google Workspace
  • CRM & Project Management Systems
  • OneHub
  • ChatGPT
  • Mailchimp
  • Dropbox
• Able to pass a background check

Pay

The pay rate is $30/hr. USD.

Schedule

• This is a 1099 contractor position.
• 25–30 hours per week, with the possibility of increasing as needed.
• Hours are flexible, with some overlap required during standard business hours (9:00 AM to 5:00 PM EST) for team meetings and client communications.
• Must be available for potential 9:00 AM EST calls.

We are looking for a long-term (3+ years) team member.