Data & Outreach Assistant

MOVE Your Business is proud to represent our client a boutique investment banking firm serving middle market businesses and financial sponsors. They provide creative tailored solutions to complex corporate finance challenges combining the capabilities of a large bank with the personalized attention of a boutique firm. Their mission is to help clients accelerate growth and achieve exceptional outcomes.

On behalf of our client we are seeking a Data & Outreach Assistant to support the team with data collection CRM management prospect outreach and presentation formatting. The ideal candidate is comfortable with manual data collection repetitive accuracy-driven tasks and following detailed instructions. This role will primarily focus on collecting email and contact information drafting outreach emails managing Excel data formatting PowerPoint presentations and performing ad-hoc tasks to support senior team members in delivering high-quality accurate work efficiently.

Benefits:

• Competitive salary
• Strong support system
• Health benefit ($30/month)
• Training materials for upskilling are provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leave (sick leave convertible to cash if perfect attendance)
• Paid planned leaves

Key Responsibilities:

• Data Collection & CRM Support:
  • Manually source collect and input company and contact data into the firms CRM
  • Build and maintain prospect lists for outreach and marketing initiatives
  • Support the creation and organization of outbound email campaigns and contact databases
  • Ensure data accuracy consistency and cleanliness across CRM systems
  • Drafting emails for prospects on behalf of other team members

• Excel Analysis & Data Management
  • Reformat PowerPoint slides into Edgar Matthews & Co.s standard templates
  • Implement detailed formatting instructions from senior bankers
  • Clean up charts tables and layouts for client-ready materials
  • Support pitch decks investment memoranda and internal presentations

• General Analytical & Execution Support:
  • Assist bankers with ad-hoc analysis data requests and project support
  • Maintain high standards of accuracy responsiveness and organization
  • Manage multiple tasks simultaneously in a fast-paced environment
  • Support the broader team with ad-hoc tasks and execution-focused projects as needed

Requirements & Qualifications:

• 2 years of experience in data collection CRM management email outreach or administrative support roles
• Comfortable with manual data collection and repetitive accuracy-driven work
• High proficiency in Microsoft Excel (data cleaning formulas formatting trackers)
• High proficiency in Microsoft PowerPoint with strong attention to formatting and layout
• Strong written communication skills especially for drafting professional emails
• Highly organized with exceptional attention to detail
• Ability to follow detailed instructions and execute tasks consistently
• Strong work ethic and willingness to support senior team members
• Ability to work independently while meeting deadlines and quality standards
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork including submission of a valid tax identification number (e.g. Social Security Number Social Insurance Number or the countrys equivalent) is required before onboarding.

Working Hours:
Part-Time (20 hours per week)
Monday through Friday 9 a.m. to 1:00 p.m Eastern Time

Pay: $350 $30 Allowance per month

About Us:
MOVE Your Business is an outsourcing company based in Southern California dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful long-term opportunities for our team members. As a fast-growing player in the outsourcing space were committed to building partnerships that drive success and to fostering a supportive inclusive environment where our people can thrive and grow with us.