Executive/Marketing Assistant at Fair & Co CPAs in Remote

Summary: Fair & Co CPAs is a growing accounting and advisory firm that emphasizes proactive planning and high-level client service. They are hiring a part-time remote assistant to support the managing partner with executive administration, sales support, and marketing execution in a structured, results-oriented environment. Responsibilities: - Calendar — scheduling, protecting focus time, and coordinating - Inbox triage and responses - Prepare meeting briefs before prospect and other calls - Track recurring tasks and deadlines - CRM management - keeping records current and accurate - Draft proposals - Follow up on outstanding proposals - Deal management - Prepare materials and background for prospect calls - Draft and manage email follow-up sequences for prospects - Manage and maintain a content calendar - Draft and schedule content across social and email channels - Coordinate client review request outreach - Track basic performance metrics and flag what’s working - Light project coordination - tracking action items and keeping things moving - New client onboarding coordination - sending intake materials and tracking completion Required Qualifications: - Proficiency in Microsoft 365 — Outlook, Teams, Word, Excel (required) - Experience with CRM tools and sales pipeline management - Strong writing skills - able to draft client emails and social content without heavy editing - Self-directed - Comfortable working in a professional services environment - Reliable and responsive during agreed working hours Required Skills: Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft Excel, CRM tools, Sales pipeline management