Liaisons Coordinator - Freelance, Remote

Magic

3d • Remote

About The Position

The Liaison Coordinator is the main communication bridge between prospective and active clients, internal advisors, and the firm’s network of capital providers. The role ensures meetings are run professionally, documents and information are collected, and follow-ups are tracked so that executives can focus on advising clients and closing funding.

The coordinator schedules and supports client, prospect, investor, lender, and funding-source meetings; facilitates communication among relevant internal and external participants; manages Zoom and Google Meet logistics; prepares and maintains professional PowerPoint presentations; and keeps documents, spreadsheets, CRM records, and action-item tracking accurate and current. The position is freelance and remote, scheduled for 40 hours per week, Monday through Friday, 9:00 AM–5:00 PM ET. Compensation is $7 per hour, and no benefits package is included.

Requirements

• Proficiency in Microsoft Word and/or Google Docs.
• High energy and ability to hold natural conversations rather than read from a script.
• Proven ability to learn new tools, processes, and terminology quickly.
• Hands-on experience scheduling and running meetings on Zoom and Google Meet.
• Technical ability with Zoom and Google Meet setup, calendar management, and invitations.
• PowerPoint formatting, branding consistency, and version-control skills.
• CRM data entry and record-keeping skills.
• Document and spreadsheet tracking experience.
• Warm, confident communication with executives, lenders, and investors.
• Strong follow-through and proactive follow-up.
• Attention to detail and proofreading skills.
• Sound judgment about what to escalate and to whom.
• Discretion with sensitive financial information.
• Ability to stay calm and organized while juggling multiple moving pieces.
• Reliable internet connection of at least 40 Mbps and a quiet, dedicated workspace at home.
• Provide own computer with at least 8 GB RAM and an Intel Core i5, AMD Ryzen 5, or similar/higher processor, plus a headset with an extended noise-canceling microphone and webcam.
• Provide a backup computer and internet connection.

Nice To Haves

• Experience with Signal.

Responsibilities

• Coordinate introductions between prospects and advisors.
• Facilitate communication among clients, advisors, underwriting, relationship management, marketing, and executive leadership.
• Schedule discovery calls, presentations, underwriting calls, strategy meetings, and follow-up meetings.
• Assist with initial client intake; collect requested documents and information and follow up on outstanding items.
• Send meeting confirmations and reminders, track action items, and ensure relevant personnel receive information.
• Escalate urgent client matters to the appropriate executive or department and provide professional, timely customer service.
• Coordinate communications and meetings with prospective and existing investors, banks, private lenders, private credit funds, family offices, private equity groups, equipment lenders, and other capital providers.
• Coordinate capital presentations and introductory meetings; manage information requests and follow-up items; distribute and organize approved presentation materials; connect funding sources with appropriate advisors or underwriting personnel.
• Maintain accurate CRM records of funding-source activity.
• Create and open Zoom and Google Meet meetings, generate links, and send calendar invitations.
• Verify meeting dates, times, time zones, participants, and agendas; send confirmations and reminders.
• Join important meetings early and check audio, video, screen sharing, and presentation capabilities; admit participants and ensure the appropriate presenter privileges are assigned.
• Prepare approved presentations and supporting documents before meetings; capture approved notes and action items, log follow-ups in the CRM, and schedule follow-up meetings.
• Ensure executive-level meetings have the meeting link, participants, agenda, presentation materials, and responsible personnel confirmed in advance.
• Prepare, organize, format, and maintain professional corporate capability, client, investor, capital, lender, defense-sector capability, consortium, grant and funding, conference, marketing, webinar, executive briefing, and strategic partnership presentations.
• Maintain consistency with approved branding, proofread presentations, apply proper naming, dates, and version control, and store files appropriately.
• Create, format, and maintain documents and spreadsheets used to track clients, documents, and action items.
• Keep CRM records and tracking sheets accurate and current.

What This Job Offers

• Education Level: No Education Listed