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Administrative Assistant/CRM Support

Who We Are

PMCF is a client-centric middle market investment bank providing merger and acquisition advisory services to individual and family-owned businesses, large public companies, and private equity owned companies. Our firm combines its expansive industry and transactional expertise with highly engaged, senior-level bankers to create tailored solutions for all our clients. Since its inception in 1995, the firm has successfully completed over 300 transactions for clients in multiple industry sectors worldwide. Our dedicated professionals deliver highly creative financial solutions and a level of professional service that consistently exceeds client expectations. PMCF has offices in Chicago, Detroit, and Denver and internationally through its Corporate Finance International (CFI) partner firms. PMCF is an affiliate of Plante Moran, one of the nation’s largest professional services firms. 

Your Role

The Administrative Assistant position will perform general administrative and office support duties, with a significant focus on CRM data entry. They will serve as the overseer of all our company and contact information within the firm’s CRM application. This includes properly inputting data into the system, routine reporting, research, cleansing, deduplication, and enrichment.

Your work will include, but not be limited to:

  • Administrative Support
    • Administration duties; including welcoming guests, answering calls, managing incoming mail, and providing outgoing mail & FedEx support
    • Meeting setup; including reserving meeting spaces, ordering meals, setting up food & beverages, providing guest access, and verifying meeting room technology & software are working
    • Managing stock of office supplies, snacks, and beverages
    • Responsible for coordinating janitorial, storage, heating & cooling, lighting, security badges, and special requests for the office
    • Maintaining office equipment and performing routine maintenance (printer, water machine, coffee machine, etc.)
    • Triaging office-related technical support (internet issues, printer errors, conference room equipment, etc.)
    • Assist/backup other administrative team members when necessary
  • CRM Data Entry Support
    • Administer the CRM data entry process, including entering and validating information from spreadsheets, web forms, ad hoc emailed requests, and data pulled from our marketing intelligence platform
    • Perform data audits in CRM to ensure accuracy of contact and company information, taking additional external research steps to correct as needed
    • Monitor and validate inbound contacts from web forms
    • Generate and leverage reports from marketing campaigns to audit contact information
    • Manage and execute a large-scale data enhancement project
    • Work with Marketing Team to develop, implement and maintain data quality processes, training, and reference materials

Education/Experience

  • HS Diploma or GED equivalent required; Associate in Business Administration, or a related field preferred
  • At least two years of office administrative experience, preferably in a professional services environment
  • At least one year of work experience maintaining contact record information within DealCloud or a comparable CRM environment

The Qualifications

  • Solid technical proficiency in MS Office applications; including Word, PowerPoint, and Outlook – in-depth experience with Excel required
  • Proven experience working with CRM software
  • Familiarity working with SaaS business databases and market intelligence providers
  • Ability to manage multiple tasks within a defined timeline and prioritize responsibilities
  • Strong organizational skills and meticulous attention to detail; including superior data entry and alpha/numeric skills
  • Professional demeanor with strong interpersonal skills to effectively interact with clients, peers, and other contacts
  • Superior oral and written communication skills; with a focus on client service and the ability to exercise an initiative to problem solve
  • Must be able to lift at least 20 lbs.; specific job duties may require lifting, moving, and transporting packages
  • Qualified individuals must reside near the Chicago office
  • Ability to work overtime if required

Our Difference

People and relationships are at the core of our services. We will always put the client first, and we do that by working collaboratively as a team.

Our Benefits

We strive to attract the best and brightest people: those that reflect the diversity of the clients we serve and hope to attract. To that end, we offer great benefits, including health care, dental and vision coverage. Other benefits include:

  • Short-Term and Long-Term Disability
  • Basic Life and Optional Life Coverage
  • 401(k) Tax Savings Plan and Matching Contribution
  • Flexible Benefits Plan
  • Generous Paid-Time-Off Policy

We thank all who express interest in this opportunity; however only those selected for an interview will be contacted.

This is a non-exempt position; however, you may have to work hours that exceed the standard 40-hour work week.

PMCF Advisors, LLC, an affiliate of Plante & Moran, PLLC, is an Equal Opportunity Employer. It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, handicap or veteran’s status, or status within any other protected group.

Apply Now *

* Please note that applications are processed through our affiliate, Plante Moran

Position Locations

  • Chicago, Illinois, United States

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