Operations & Business Development Assistant | Canadian Advisory Firm

Title: Operations & Business Development Assistant | Canadian Advisory Firm We are a Toronto-based advisory firm that helps Canadian manufacturers access government funding, tax credits, grants, and financing. We are hiring a reliable part-time assistant to keep our business development and client coordination organized: lead tracking, follow-up scheduling, document tracking, and preparing professional materials to our brand standards. This is an operations and coordination role. It is not a generic social media or content creation role. Responsibilities: Business Development Support Track leads, follow-ups, next steps, and deadlines in our trackers Research companies, prospects, and industry contacts Prepare outreach lists and short research summaries Draft follow-up emails and reminders from approved templates Help book discovery calls, introductory meetings, and site visits Flag overdue follow-ups and items needing attention Prepare a weekly summary of new leads, booked calls, pending items, and next steps Client and Prospect Coordination Track requested documents and information from prospects or clients Follow up on missing items using approved templates Keep opportunity trackers current so the status of each lead or client is clear Organize files, notes, and meeting summaries in the appropriate folders Make sure deadlines and follow-up dates are not missed Materials and Administrative Support Format and update marketing and client-facing materials using templates provided Help prepare one-pagers, brochures, presentation materials, and client-facing documents to brand standards Repurpose approved materials for different audiences or use cases Track which materials are prepared, approved, sent, or published Help improve checklists, templates, and repeatable processes Ideal Candidate Excellent written English Experience supporting a consultant, agency, advisory firm, or B2B professional services business Detail-oriented; you catch errors before we do Able to follow templates, checklists, and SOPs carefully Comfortable asking questions when instructions are unclear Proficient with Google Workspace and Canva Notion experience is a strong plus Experience with professional services, finance, accounting, manufacturing, grants, or B2B clients is an asset Available for at least 2 to 3 hours per day of overlap with Eastern Time business hours Role Details 10 to 15 hours per week to start Long-term opportunity for the right person $6 to $8 USD per hour depending on experience Confidentiality agreement required before starting Paid trial assignment for shortlisted candidates Important Final approval is required before sending important messages, publishing materials, responding to sensitive questions, or communicating anything related to eligibility, pricing, grants, tax credits, or client-specific matters. This role helps prepare, organize, track, and coordinate. It does not provide advice or make decisions on behalf of the firm. To Apply Please write the word "Cornerstone" at the top of your proposal, then include: A brief summary of your relevant experience. The tools listed above that you are proficient in, with one example of something you built, maintained, or organized. Your weekly availability and overlap with Eastern Time. A short sample follow-up message to a business owner after an introductory call. Applications that ignore these instructions will not be reviewed.