About Ampleo

Amplēo provides experienced business leaders, including CFOs, CMOs, and CHROs, to companies on a fractional basis to help them achieve their full potential. Amplēo allows companies the freedom and flexibility to add highly expert, strategic talent as they need it, without the hassle or cost of a full-time hire. It also offers experienced business leaders and proven professionals the opportunity to do their best work across multiple companies while enjoying greater variety, flexibility, and balance in their lives. Thousands of companies rely on Amplēo professionals to deliver seasoned leadership and expert counsel at all levels of their organization.

Title: Executive Assistant

Department: Ampleo Valuation Services (Peak Business Valuation)

Location: Hybrid

About Peak Business Valuation

Amplēo Business Valuation dba Peak Business Valuation is a fast-growing professional services firm. The company provides specialized business valuations for SBA lenders, economic damages assessments, and divorce-related valuations. With a focus on precision and client service, Peak is a trusted partner to banks, legal professionals, and business owners nationwide.

To continue supporting this growth and reduce operational load, the Division President is seeking a highly capable Executive Assistant to manage client communications, project workflows, and essential administrative operations.

Position Summary

The Executive Assistant will serve as a direct partner to the Amplēo Valuation Services Division President and VP of Operations, managing internal operations and external communication to maximize leadership impact. The ideal candidate is proactive, organized, and thrives in high-accountability environments. You’ll manage projects, oversee client workflows, and drive efficiency in a fast-paced setting.

Key Responsibilities

• Manage email inbox and respond, flag, or delegate communications as needed
• Own client-facing coordination including scheduling, follow-ups, and information requests
• Send engagement agreements, manage payment processes, and track deliverables
• Maintain project oversight in Slack and ClickUp, ensuring timelines are met
• Support migration from Google Sheets to ClickUp for improved project visibility
• Coordinate across departments and external stakeholders
• Participate in meetings and assist with action item tracking
• Proactively identify areas to improve efficiency and simplify processes
• Coordinate and prepare materials for internal and external meetings.
• Draft, edit, and proofread reports, presentations, emails, and other communications.
• Book travel arrangements (flights, accommodations, ground transportation) and create detailed itineraries.
• Ensure executive is prepared for meetings and travel engagements with necessary materials and briefing notes.
• Maintain filing systems, contact databases, and digital records.
• Support the onboarding of new employees and coordination of team events.

Required Qualifications

• 3+ years of experience as an Executive Assistant or Project Manager
• Demonstrated strength in client communication and stakeholder management
• Highly organized with the ability to manage competing priorities and tight deadlines
• Proficient in Gmail, Slack, and Box.com
• Familiarity with project and CRM tools such as HubSpot, ClickUp, or Keap/Infusionsoft
• Resourceful, self-directed, and solutions-oriented
• Must be available to work full-time aligned to U.S. Mountain Time Zone hours

Preferred Qualifications

• Experience supporting C-level executives in a service-based business
• Previous exposure to legal, valuation, financial services, or consulting environments
• Prior use of HubSpot and ClickUp a plus

Ampleo is an equal opportunity employer that embraces diversity and inclusion in the workplace. We are committed to building a team that represents a variety of backgrounds, skills, and perspectives because we know this only makes us better.  We strongly encourage women, persons of color, LGBTQIA+ individuals, persons with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.