Administrative Assistant (Peak Business Valuation)

About Ampleo

Amplēo provides experienced business leaders, including CFOs, CMOs, and CHROs, to companies on a fractional basis to help them achieve their full potential. Amplēo allows companies the freedom and flexibility to add highly expert, strategic talent as they need it, without the hassle or cost of a full-time hire. It also offers experienced business leaders and proven professionals the opportunity to do their best work across multiple companies while enjoying greater variety, flexibility, and balance in their lives. Thousands of companies rely on Amplēo professionals to deliver seasoned leadership and expert counsel at all levels of their organization.

Position Summary

We are seeking a detail-oriented Business Administration Assistant to support day-to-day office operations, client communications, and internal workflow tracking. This fully remote role in Utah is primarily email-driven and process-focused, with an emphasis on follow-up, organization, and accuracy. Prior experience is not required; diligence, reliability, and strong communication skills are essential to keeping projects moving, maintaining clean records, and ensuring clients receive timely and professional communication.

Client & Project Coordination

• 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

CRM & Tracking

• 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

Administrative & Financial Support

• 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

Operational Support

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

• 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

• 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)