Office Administrator & Sales Assistant

Job Description

Job Description

Elite Consulting Partners is seeking an Office Administrator & Sales Assistant to support the firm's day-to-day operations at our Moorestown, NJ office and to provide direct support to the Vice President of Sales, including regular client interfacing. This is a hands-on, tech-forward role focused on keeping the office running smoothly, from facilities and vendor coordination to team logistics, while also serving as a polished, professional point of contact for clients and supporting the sales function.

Key Responsibilities

Sales Assistant & Client Interfacing

• Provide administrative support to the Vice President of Sales, including calendar management and scheduling of client and internal meetings
• Serve as a professional point of contact for clients, handling inquiries, correspondence, and follow-up with courtesy and discretion
• Coordinate client meetings, calls, and visits, including preparation of materials and meeting logistics
• Attend designated meetings to record, prepare, and distribute accurate meeting minutes and track action items through completion
• Maintain accurate client records and correspondence
• Anticipate client needs and escalate matters appropriately to the Chief Revenue Officer
• Demonstrated experience managing client relationships in a professional services or financial services environment, with exceptional interpersonal and communication skills.

 

Office Operations

• Serve as the primary point of contact for office operations at the 301 location
• Coordinate with vendors and building management (supplies, maintenance, IT/facilities requests)
• Manage office logistics: seating/space needs, equipment, supplies inventory, and conference room scheduling
• Support internal team events, meetings, and office-wide communications
• Assist with onboarding logistics for new hires (workstation setup, access, welcome materials)
• Coordinate travel arrangements for the executive management team, including flights, hotels, ground transportation, and itineraries
• Arrange catering and meeting logistics for team functions
• Use modern collaboration and workflow tools (e.g., Microsoft Teams, shared calendars, project trackers) to keep tasks and requests organized
• Identify opportunities to streamline office processes using current tools and light automation

Qualifications

• 5+ years of experience in office administration and sales assistant roles, ideally supporting a sales leader or executive
• 5+ years of client interfacing experience, with a polished, professional demeanor
• Demonstrated experience with complex calendar management and scheduling
• Experience coordinating executive travel
• Experience taking and distributing meeting minutes with accuracy and attention to detail
• Comfortable coordinating with various internal and external stakeholders
• Strong proficiency with digital collaboration tools (Microsoft 365, scheduling and messaging platforms)
• Excellent organizational skills and ability to manage multiple priorities independently
• Strong written and verbal communication
• Proactive, resourceful, and comfortable troubleshooting operational issues in real time
• Must be able to work M-F 8:30 am - 6:30 pm

Compensation and benefits transparency:

$60,000 to $65,000 annually. This position is eligible for additional compensation programs, including bonuses.

We offer a competitive benefits package to support our team members. Eligible employees have access to PTO, Sick leave, health, dental, vision, 401K, PTO.

Elite Consulting Partners is an Equal Opportunity Employer. Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veterans’ status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.

Sponsorship Statement:

As a condition of employment, individuals must be authorized to work in the United State without sponsorship for a work visa by Elite Consulting Partners currently or in the future.

\nCompany Description

At Elite Consulting Partners, we're obsessed with data and relentless about relationships. As a premier consulting firm serving the financial services industry, we specialize in helping financial advisors transition firms, acquire practices, and grow — with services spanning M&A and acquisition support, marketing and brand consulting, and database management. Based in Moorestown, NJ, we operate a family of brands built around a single goal: being the first call an advisor makes when they're considering a move. We're a fast-growing firm scaling toward $100M in revenue, and we hire people with the passion and skill to make a visible impact across our organization.

Company Description

At Elite Consulting Partners, we're obsessed with data and relentless about relationships. As a premier consulting firm serving the financial services industry, we specialize in helping financial advisors transition firms, acquire practices, and grow — with services spanning M&A and acquisition support, marketing and brand consulting, and database management. Based in Moorestown, NJ, we operate a family of brands built around a single goal: being the first call an advisor makes when they're considering a move. We're a fast-growing firm scaling toward $100M in revenue, and we hire people with the passion and skill to make a visible impact across our organization.