Executive Assistant & Business Development Coordinator

Current • Aventura, FL

1d

About The Position

Current is a platform that partners with accounting firms across the United States, supporting their growth while preserving their local identities and client relationships. Think Advisors has helped businesses maximize R&D tax credits for more than 20 years, working alongside CPA firms and drawing on expertise from tax partners, CPAs, attorneys, engineers, and other industry professionals.

The Executive Assistant & Business Development Coordinator supports executive leadership and business development initiatives. The role combines administrative support, business development assistance, and project coordination to help daily operations run smoothly. The successful candidate is organized, proactive, detail-oriented, communicates effectively, follows through reliably, and can manage competing priorities in a fast-paced environment.

Requirements

• 2–4 years of experience in executive assistance, administrative support, sales coordination, or a related role.
• Strong organizational, communication, and time-management skills.
• Excellent attention to detail, accuracy, and follow-through.
• Comfort communicating and building relationships with executives, Partners, and internal stakeholders.
• Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams.
• Ability to work independently, take initiative, and adapt to changing priorities.
• Ability to handle confidential business and financial information with discretion.

Nice To Haves

• Experience with CRM systems, invoicing, or expense management platforms.
• Experience in professional services, accounting, or financial services.

Responsibilities

• Provide executive-level administrative support, including scheduling, communications, follow-ups, and special projects.
• Coordinate outreach and maintain relationships with Partners across the firm's network, tracking opportunities and ensuring timely follow-up.
• Support business development initiatives, including referral coordination, relationship tracking, and sales-related activities.
• Assist with invoicing, expense management, and payment processing using Ramp and other financial platforms.
• Coordinate CPA referrals and connect employees with appropriate firm resources.
• Maintain accurate records, reports, contact information, and business development tracking systems.
• Collaborate with executive leadership and internal teams to ensure projects, requests, and deliverables are completed accurately and on time.
• Identify opportunities to streamline processes and improve administrative efficiency.
• Provide additional executive and business development support as needed.

Benefits

• Health insurance, with options for fully paid employee-only coverage.
• Dental insurance, with options for fully paid employee-only coverage.
• Vision insurance.
• Company-paid life insurance.
• Company-paid long-term and short-term disability insurance.
• Supplemental life insurance, critical illness, and accident insurance.
• Classic Safe Harbor 401(k) Plan with employer contributions.
• Opportunities for professional growth, learning, and development, including access to Becker and LinkedIn Learning.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed