Overview
Sales & Marketing Administrative Assistant Jobs in Pittsford, NY at The Highlands at Pittsford
Buyer Administrative Assistant
Who we are:
Poe Group Advisors helps CPAs navigate significant change in their careers. We are a fast growing company with future opportunities possible for advancement. We’re the premier accounting practice intermediary firm in the industry, with offices headquartered in both Charleston and Ontario. We facilitate accounting firm sales across the U.S. and Canada, guiding sellers and buyers to maximize value and minimize risks. Our diverse team, blending in-person and remote staff, embodies trust, collaboration, and results while fostering a culture of generosity and friendliness.
Our Core Values:
At Poe Group Advisors, our five core values shape everything we do:
High trust in our relationships with clients and teammates
Results-driven focus on successful outcomes
Collaborative and candid communication to ensure mutual success
Friendly and balanced environment that combines professional excellence with personal well-being
Generosity toward the accounting community through continuous education and knowledge-sharing.
These values enable us to effectively guide CPAs through career-defining transitions while maintaining our position as trusted industry leaders across the U.S. and Canada.
What we’re looking for:
A Buyer Administrative Assistant to join our Charleston team. This role focuses on the behind-the-scenes administrative support for our Buyer Specialist, managing the workflow and documentation that keeps our acquisition process running smoothly. This person will also assist with general operations and management of in-office administrative tasks. We’re looking for someone that genuinely likes to learn and grow into new opportunities!
You’re a great fit if:
The ideal candidate will have strong organizational skills, attention to detail, and the ability to handle multiple administrative tasks efficiently. This role offers an excellent opportunity to learn the business acquisition process from the ground up. We prioritize professionalism, honesty, open and clear communication, and we’re a team of self-starters. Join us if you’re ready to help drive results in a personable, family-oriented environment where challenges are embraced and success is achieved collaboratively.
Key Role Responsibilities:
Data management within HubSpot to accurately maintain client information
Managing document scans and filing
Conducting quality control reviews for all buyer profiles
Routing business profiles to appropriate team members
Providing administrative support for all buyer communications
Maintaining feedback documentation systems
Coordinating postcard and additional marketing campaigns
Managing third-party promotional email communications
LinkedIn outreach and warm sales calls for potential buyer sourcing
Manage in-office supply and material orders
Manage in-office cleaning schedule
Conference box packing and mailing
Conference room supply maintenance and inventory orders
In-house mail management; Returned mail management
Misc. office tasks by Leadership Team
Requirements:
College education preferred but not required
Critical thinking skills
Positive attitude
Exceptional written and verbal communication skills
Technologically savvy
Highly organized
Knowledge of how to conduct basic research
Ability to prioritize multiple tasks
Email and calendar management knowledge
Compensation & Schedule:
$40,000 – $50,000 annually
Full-time; In office with some WFH to be determined
Shared employer/employee health care benefits available
Next steps:
Complete the online application and submit a copy of your resume
If advanced, a member of the hiring team will schedule a 15 minute phone interview, invite candidates to take an online Kolbe personality assessment, and invite finalists to a 30 minute Zoom interview
The final interview will be held in the office with the Leadership Team
3 references will be requested and contacted
Job Type: Full-time
Pay: $40,000.00 – $50,000.00 per year
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Work Location: Hybrid remote in Charleston, SC 29407
Title: Sales & Marketing Administrative Assistant
Company: The Highlands at Pittsford
Location: Pittsford, NY
