Executive Assistant / Project Coordinator

CabaPad Virtual Assistant Services is looking for a highly organized and proactive professional who can support firm leadership while coordinating multiple projects and business transactions.
Key Responsibilities:
• Manage calendars, meetings, emails, follow-ups, and executive priorities
• Track project timelines, deadlines, action items, and outstanding requirements
• Coordinate with business owners, buyers, attorneys, accountants, banks, and other stakeholders
• Organize confidential documents and support due diligence / transaction files
• Update CRM records, meeting notes, and client information
• Assist with buyer/company research and basic lead generation
• Help gather and organize financial documents such as P&Ls, balance sheets, and tax records
• Use AI and other productivity tools to improve research, communication, and workflow efficiency
What We’re Looking For:
• Strong Executive Assistant, Project Management, Operations, or Transaction Coordination experience
• Excellent spoken and written English
• Exceptional attention to detail and follow-through
• Able to work independently and manage multiple priorities
• Comfortable communicating directly with business owners and professionals
• CRM and project management tool experience
Highly Preferred:
Experience in M&A, business brokerage, finance/accounting, legal services, investment banking, or professional services
Familiarity with HubSpot or similar CRMs
Basic understanding of financial documents such as P&Ls and balance sheets
Experience with AI tools, business research, or lead-generation platforms
Apply here:
https://www.cabapad.com/career

Work arrangement
Yes