Liaison Coordinator - Freelance, Remote

About the role

A growing professional services firm hires a freelance, remote Liaison Coordinator to act as the main communication bridge between prospective and active clients, internal advisors and the firm's network of capital providers. The role keeps meetings professional, documents chased and follow-ups tracked, so executives can focus on advising clients and closing funding. It is a full-time position of 40 hours per week, Monday to Friday, 9:00 AM to 5:00 PM ET.

Key responsibilities

• Coordinate introductions between prospects and advisors, and schedule discovery calls, presentations, underwriting calls, strategy meetings and follow-ups
• Collect requested documents, send confirmations and reminders, and track action items; escalate urgent matters to the right executive or department
• Coordinate with investors, banks, private lenders, private credit funds, family offices and other capital providers, and connect them with the right advisors or underwriters
• Manage Zoom and Google Meet meetings: create links, invite participants, admit attendees, check audio/video and present, and capture notes and action items in the CRM
• Prepare and maintain professional PowerPoint decks, keeping fonts, logos and messaging consistent with brand standards
• Create and maintain documents and spreadsheets tracking clients, documents and action items, and keep CRM records accurate

Required profile

• High energy, able to hold natural conversations rather than reading from a script
• Quick learner of new tools, processes and finance terminology
• Strong follow-through, attention to detail and discretion with confidential financial information
• Own computer (Intel Core i5 or AMD Ryzen 5 or better, 8GB RAM), headset with noise-cancelling mic, webcam, backup internet and quiet workspace

Required skills

• Microsoft Word and/or Google Docs
• Zoom and Google Meet setup, calendar management and invitations
• PowerPoint formatting, branding consistency and version control
• CRM data entry and document/spreadsheet tracking
• Signal (good to have)

What we offer

• $7 per hour
• Remote work, 40 hours per week, Monday to Friday