Mergers & Acquisitions Virtual Assistant at Great Assistant: 100% Remote (US)

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Brandywine Mergers & Acquisitions | Virtual Assistant

Location: Remote US
Work Arrangement: Remote
Employment Type: Part Time, 1099 Contractor
Salary: $30 per hour
Schedule: 25–30 hours per week; flexible hours with some overlap during 9:00 a.m.–5:00 p.m. Eastern Time

Job Description:

~ Brandywine Mergers & Acquisitions, LLC - Help Turn Moving Pieces Into Organized Action ~

| Brandywine Mergers & Acquisitions, LLC provides sell side M&A advisory services to small and medium sized business owners. Partner Frank Michel and the team are looking for a detail oriented Virtual Assistant who can help coordinate client engagements, manage information, track progress, and keep projects moving. This role is a great fit for someone who communicates well, enjoys working with processes and spreadsheets, and can stay organized in a fluid environment.

If this sounds like the right opportunity for you, please review the full position details below.

Please Note: This job is being posted on behalf of Frank Michel ( by Great Assistant ( Great Assistant is a company that works with entrepreneurs to match them to assistants.

Frank Michel is a Partner at Brandywine Mergers & Acquisitions, LLC, a sell-side M&A advisory firm that has been in business for 25 years. Brandywine M&A works with owners of small to medium sized businesses, typically those preparing to sell for retirement purposes, and serves as the owner's advocate and exclusive advisor throughout the process.

We are looking for a detail-oriented, organized, and communicative Virtual Assistant who can help coordinate the operational work involved in moving client engagements forward. In this role, you will support James Keane, VP of Operations, and should be comfortable working in a fluid environment where priorities can change as deals progress.

As our assistant, you should also share Brandywine Mergers & Acquisitions' commitment to these core values:

  • Put Honesty & Truth First
  • Treat Everybody with Fairness & Respect
  • Live by the Golden Rule
  • Embrace New Challenges & Be Willing to Grow

As our Virtual Assistant, you will play an important role in keeping client engagements organized and moving forward, supporting the team with project coordination, documentation, follow-ups, and transaction details.

Some of your responsibilities will include:

  • Coordinate operational activities throughout client engagements
  • Gather, organize, and maintain financial, operational, and business information
  • Prepare and maintain information needed for marketing materials and buyer documentation
  • Maintain spreadsheets and activity reports, and deliver bi-weekly progress reports to clients
  • Manage client records, tasks, documents, and workflows in the CRM /transaction management system
  • Organize and maintain secure deal rooms and keep required files current
  • Track outstanding action items from Brandywine’ weekly “all-hands” team meetings
  • Follow up on data requests, Q&A requests, and other outstanding information
  • Coordinate with internal team members on project timelines, milestones, and deliverables
  • Support prospective buyer communications by gathering information and coordinating responses
  • Maintain accurate records of buyer questions and answers
  • Monitor project progress and generate regular status reports
  • Check in with the VP of Operations regarding deals in due diligence and preparation phases
  • Prioritize urgent items that arise during due diligence

In addition to the above, the ideal candidate must be/have:

  • Strong attention to detail and process
  • A clear and effective communicator
  • Comfortable questioning processes and suggesting improvements
  • Friendly, patient, and able to work well with an easygoing team
  • A good sense of humor
  • Strong spreadsheet skills, especially in Excel
  • Familiarity with profit and loss statements is a major plus
  • Able to stay organized and follow through in a fluid environment with changing priorities
  • You must be tech-savvy and quick to pick up new tools and software

Experience with the following tools is a plus!

  • Microsoft 365, especially Excel
  • Google Workspace
  • CRM & Project Management Systems
  • One Hub
  • ChatGPT
  • Mailchimp
  • Dropbox

Position Details

  • This is a 1099 contractor position
  • The position will be 25–30 hours per week, with the possibility of increasing as needed
  • Hours are flexible, with some overlap with standard business hours from 9:00 AM to 5:00 PM EST for team meetings and internal and client communications
  • You must be available for potential 9:00 AM EST calls
  • The pay rate is $30/hr. USD
  • You must be able to pass a background check
  • We are looking for someone to become a long-term (3+ years) team member

**Please do not contact Frank Michel or Brandywine Mergers & Acquisitions, LLC directly; doing so will disqualify your application***

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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