Assistant roles for Consulting & Professional Services
Executive, proposal, research, billing and engagement-coordination roles for consulting firms. Every role is dedicated, on a customized schedule based on your needs and budget.
How dedicated assistants fit consulting & professional services
Roles on this page:
Consultants and firm partners need time for clients and selling. Proposal formatting, research, scheduling and billing chase pull them away.
A remote assistant can own these workflows with your templates and quality bar.
Partner executive assistant
Manages partner calendar, travel and client follow-ups.
Related specialization: Executive Assistants
Day-to-day tasks
- Calendar and inbox
- Travel
- Meeting prep notes
- Follow-up tracking
- Expense reports
- CRM updates
KPIs to track
- Inbox zero-state
- Follow-ups on time
- Expenses submitted
Targets are set with you on the fit call, based on your own baseline.
Tools they work in
Your accounts, named logins, your access policies.
Sample weekly cadence
| Daily | Inbox |
|---|---|
| Mon | Week-ahead |
| Fri | Expenses |
Proposal and research assistant
Researches prospects and assembles proposals from your library.
Related specialization: Data Entry & Research
Day-to-day tasks
- Prospect and industry research briefs
- Proposal assembly
- Format decks
- Maintain case library (only approved, real work)
- Track RFP deadlines
- Prepare bios
KPIs to track
- Proposals on time
- Research briefs delivered
Targets are set with you on the fit call, based on your own baseline.
Tools they work in
Your accounts, named logins, your access policies.
Sample weekly cadence
| Mon | Pipeline |
|---|---|
| Wed | Assembly |
| Fri | Library |
Engagement and billing coordinator
Tracks engagements, timesheets and invoices.
Related specialization: AP/AR Specialists
Day-to-day tasks
- Timesheet chase
- Invoice drafts
- Collections follow-up
- SOW tracker
- Engagement kickoff logistics
- Utilization reports
KPIs to track
- Timesheets complete
- AR aging
- Invoices on cycle
Targets are set with you on the fit call, based on your own baseline.
Tools they work in
Your accounts, named logins, your access policies.
Sample weekly cadence
| Mon | Timesheets |
|---|---|
| Wed | Invoices |
| Fri | AR |
What these roles do not do
Clear boundaries protect you, your clients and your assistant. They are written into each scope of work.
Client deliverables and recommendations are owned by consultants.
Client confidential information follows engagement NDAs.
Fee decisions stay with partners.
General information only, not legal, tax or compliance advice. Your compliance owner decides what applies to your business.
From fit call to a working role
1. Fit call
We map your workload against the roles above and recommend where to start.
2. Shortlist
You interview pre-vetted candidates screened for this industry's tools and workflows.
3. Onboarding
Least-privilege access, your SOPs and a written 30-day plan with the KPIs above.
4. Managed quality
Weekly scorecards and coaching from your ExecWing account lead.
Related pages
Consulting & Professional Services: industry overview
How ExecWing supports this industry, with tools and FAQs.
Read more →Project Coordinator vs Project Manager: Roles, Overlap and When to Hire
How project coordinators and project managers differ, where they overlap, and when a dedicated project coordinator is th
Read more →Enterprise programs
Dedicated pods, governance and reporting for multi-team organizations.
Read more →All role playbooks
Prescriptive assistant roles for every industry we serve.
Read more →Consulting & Professional Services roles: common questions
Can they write proposals?
They assemble and format from your content; partners write the substance.
Do they handle client data?
Within your access rules and NDAs.
Can one assistant support several partners?
Yes, with clear priorities.
Which consulting firm role should you start with?
Book a 20-minute fit call. We'll map your workload to these roles and tell you honestly where a dedicated assistant helps most.