Operations Associate

Summary

Join a dynamic team as an Operations Associate, overseeing daily operations, providing executive support, and managing client communication. This role is fully remote, with competitive salary up to $2,200 per month, and opportunities for growth through direct mentorship and learning & development.

Requirements

• Strong organizational skills to manage multiple tasks like operations, executive assistance, and client communication
• Basic knowledge of automation tools like Zapier to streamline processes
• Experience in financial services or a related industry with a solid understanding of financial processes
• Proficient in CRM systems for managing client and lead data
• Excellent written and verbal communication skills to interact with clients, partners, and internal teams
• Familiarity with project management tools to track and coordinate tasks effectively
• Ability to handle sensitive and confidential information with discretion

Responsibilities

• Manage daily operations to ensure efficient workflow across multiple business units
• Streamline processes using tools like Google Spreadsheets and Zapier to enhance operational efficiency
• Monitor project progress, report on milestones, and suggest continuous improvements
• Provide high-level support to the CEO, including complex calendar management, travel arrangements, and handling confidential information
• Schedule and coordinate meetings across multiple time zones and stakeholders
• Prepare meeting materials, reports, and presentations
• Serve as the primary point of contact for clients and external partners
• Draft and review correspondence, presentations, and other key documentation
• Ensure timely communication and follow-up on client inquiries
• Assist in the development and implementation of marketing strategies
• Manage CRM and outreach tools to support lead generation and client onboarding

Benefits

• Competitive Salary: Up to $2,200 per month, Based on Skills and Experience
• Remote Work: Fully remote—work from anywhere
• Generous PTO: Ample paid time off to rest and recharge
• Direct Mentorship: Grow through guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Work and connect with professionals around the world
• Work-Life Balance: Flexible hours that support a healthy work-life balance