Solvo is changing how North American companies connect with talented, nearshore employees, along with the latest AI-powered tools. Solvo provides exceptional, affordable remote talent to U.S. and Canadian businesses in 50+ industry specialties. Solvo operations feature employees with no language barriers, a strong work ethic, in the same time zone, mirroring...

Are you highly organized, proactive, and customer-focused? If so, we would love to hear from you!

We are seeking an Executive Assistant to support business brokerage operations by ensuring seamless communication with clients, buyers, sellers, and internal teams, while contributing to the effective management of business opportunities.

This role combines client relationship management, executive support, administrative coordination, CRM administration, and marketing assistance, making it a key contributor to overall business success.

Key Responsibilities

Client Relationship Management

• Serve as the first point of contact for clients via phone, email, messaging platforms, and other communication channels.
• Maintain ongoing communication with prospects and clients throughout the sales process.
• Request, collect, and organize documentation required for each business opportunity.
• Deliver timely and professional customer service, ensuring an outstanding client experience.
• Maintain strong communication with buyers, sellers, and strategic partners.

CRM Management & Sales Pipeline Support

• Manage and update information within CRM platforms.
• Track opportunities throughout every stage of the sales pipeline.
• Follow up on pending tasks, missing documentation, and client requirements.
• Maintain accurate, organized, and up-to-date records.
• Generate reports and provide pipeline visibility to leadership teams.

Executive & Administrative Support

• Manage calendars, meetings, and scheduling activities.
• Oversee executive email communications and prioritize correspondence.
• Prepare presentations, sales materials, supporting documents, and marketing packages.
• Maintain organized digital files and confidential documentation.
• Support special projects and additional administrative initiatives as needed.

Marketing & Content Coordination

• Schedule and publish social media content.
• Coordinate email marketing campaigns and newsletters.
• Support blog publishing and digital content distribution.
• Assist with brand awareness initiatives and promotional efforts.
• Collaborate with leadership on marketing projects when required.

Requirements

Must-Have Qualifications

• +7 years of experience as an Executive Assistant, Administrative Assistant, Customer Support Representative, Client Success Coordinator, or similar client-facing role.
• Experience managing CRM platforms and sales opportunities.
• Strong customer service and relationship-building skills.
• Experience interacting with clients via phone, email, and messaging platforms.
• Advanced English proficiency (C1 level, written and spoken).
• Proficiency in Microsoft Office and Google Workspace.
• Exceptional organizational and multitasking abilities.
• Strong attention to detail and ability to handle confidential information.
• Ability to work independently in a results-driven environment.

Preferred Qualifications

• Experience in Business Brokerage, Real Estate, Financial Services, Consulting, or B2B environments.
• Experience with client onboarding processes and document collection.
• Familiarity with social media scheduling and email marketing tools.
• Experience handling financial or highly confidential documentation.

Key Competencies

• Exceptional verbal and written communication skills.
• Strong customer service orientation.
• Excellent follow-up and task management abilities.
• Proactive problem-solving mindset and ability to anticipate business needs.
• High level of accountability and commitment.
• Adaptability and flexibility in fast-paced environments.
• Confidence and professionalism when interacting with clients

• Serve as the first point of contact for clients via phone, email, messaging platforms, and other communication channels.
• Maintain ongoing communication with prospects and clients throughout the sales process.
• Request, collect, and organize documentation required for each business opportunity.
• Deliver timely and professional customer service, ensuring an outstanding client experience.
• Maintain strong communication with buyers, sellers, and strategic partners.
• Manage and update information within CRM platforms.
• Track opportunities throughout every stage of the sales pipeline.
• Follow up on pending tasks, missing documentation, and client requirements.
• Maintain accurate, organized, and up-to-date records.
• Generate reports and provide pipeline visibility to leadership teams.
• Manage calendars, meetings, and scheduling activities.
• Oversee executive email communications and prioritize correspondence.
• Prepare presentations, sales materials, supporting documents, and marketing packages.
• Maintain organized digital files and confidential documentation.
• Support special projects and additional administrative initiatives as needed.
• Schedule and publish social media content.
• Coordinate email marketing campaigns and newsletters.
• Support blog publishing and digital content distribution.
• Assist with brand awareness initiatives and promotional efforts.
• Collaborate with leadership on marketing projects when required.

• CRM platforms
• Sales opportunities
• Customer service
• Relationship-building
• Client interaction (phone, email, messaging)
• Advanced English proficiency (C1)
• Microsoft Office
• Google Workspace
• Organizational abilities
• Multitasking abilities
• Attention to detail
• Handling confidential information
• Independent work
• Social media scheduling
• Email marketing tools

• +7 years of experience as an Executive Assistant, Administrative Assistant, Customer Support Representative, Client Success Coordinator, or similar client-facing role.
• Experience managing CRM platforms and sales opportunities.
• Strong customer service and relationship-building skills.
• Experience interacting with clients via phone, email, and messaging platforms.
• Advanced English proficiency (C1 level, written and spoken).
• Proficiency in Microsoft Office and Google Workspace.
• Exceptional organizational and multitasking abilities.
• Strong attention to detail and ability to handle confidential information.
• Ability to work independently in a results-driven environment.
• Experience in Business Brokerage, Real Estate, Financial Services, Consulting, or B2B environments.
• Experience with client onboarding processes and document collection.
• Familiarity with social media scheduling and email marketing tools.
• Experience handling financial or highly confidential documentation.