We can help you complete a deal. Where are you right now in your process?


Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:


Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.

Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.

It is that simple.


About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

Continue Reading »


Administrative Assistant


Core duties will include:


  • Welcome guests and clients
  • Answering multi-line phone systems, take messages, and route correspondence
  • Scheduling calls related to projects for multiple departments
  • Email and telephone communication with current and prospective clients
  • Respond to client correspondence (email, mail, faxes)
  • Communicate with outside vendors: interior designers/meadows/IT/Eugen etc.
  • Handling internal office and client requests and queries
  • Get mail
  • Out of office errands (bank runs, picking up gifts, post office/FedEx, etc.)
  • Order and maintain office supplies and food for office
  • Create, monitor, and complete tasks in CRM system
  • Attending meetings, taking minutes and keeping reports
  • General housekeeping functions:
    • Organize Office (kitchen, office, conference room, storage closet, etc.)
    • Empty Dishwasher
    • Throw out old food
    • Prep food for meetings/Clean-up Food
    • Empty shred bins
  • Assist with side projects, as necessary
  • Assist with research projects, as necessary

Project Related:

  • Processing new engagement agreements
  • Prepare invoices for clients, process payments, and send paid invoices
  • Resolve payment processing issues with clients, if necessary
  • Send questionnaires, project overviews, and any other items to client
  • Email and telephone communication with current clients
  • Organizing and storing paperwork, documents and computer-based information
  • Contributes to team effort by accomplishing related duties, as needed

Conferences & Events:

  • Put together marketing deliverables (e.g. packets)
  • Ship materials (e.g. marketing related, booth, table cloths, swag, etc.)

Internal Event Related:

  • Research, schedule, organize, and plan quarterly team building events
  • Research, schedule, organize, and plan quarterly volunteer events
  • Research, schedule, organize, and plan the Company Holiday party
  • Organize and plan SRG employee birthday parties (e.g. birthday treat and gift)
  • Organize and plan client related events in-office
  • Organize and plan end of year business gifts
  • Send out gifts as needed throughout the year (i.e.: seller/buyer closing gifts) 


  • Full comprehension of office management systems and procedures
  • Working knowledge of MS Office
  • Strong team player with a positive “can do” attitude
  • Proficiency in written and verbal communication skills
  • Proficient with a previous CRM system
  • Exemplary planning and time management skills
  • Ability to multi-task and prioritize daily workload with multiple team members
  • Discretion and confidentiality
  • Punctual
  • Great organizational skills

Employment: Full-time; Monday-Friday (8:00am-5:00pm)


  • Paid twice per month (1st and 15th), direct deposit
  • 2 Weeks Paid Time Off
  • Holiday Pay
  • Paid Birthdays off
  • Paid Work Anniversaries off
  • Employer-paid medical/dental/vision insurance for employees
  • Employer-paid group insurance plans
  • 401k participation with employer contributions
  • Annual bonuses
  • Annual company-sponsored trips
  • Quarterly company-sponsored activities
  • Summer hours with flex-Fridays
  • Monthly wellness program
  • Free parking


SRG Logo - Black

Contact us to apply

Email your resume and cover letter: