Executive and Operations Associate

Overview

• Support executive leadership by managing schedules, travel arrangements, and administrative tasks in a dynamic, growth-oriented environment.
• Assist in office management, including supplies, events coordination, and ensuring operational efficiency.
• Contribute to HR processes such as onboarding, paperwork, and recruitment activities.
• Opportunity to grow into operations, investor relations, or HR leadership roles.
• Collaborate with a small, innovative team in a fast-paced financial services firm.
• Develop and refine internal processes to support organizational growth and efficiency.
• Engage with cross-functional teams to compile and organize information for reporting needs.
• Hybrid work environment with flexibility for in-office presence.

Key Responsibilities & Duties

• Coordinate executive schedules, resolve calendar conflicts, and prioritize commitments effectively.
• Arrange domestic and international travel, including bookings and reservations.
• Prepare expense reports and assist in financial bookkeeping tasks.
• Support HR functions such as recruitment, onboarding, and employee documentation.
• Maintain organized filing systems and database records for operational needs.
• Oversee office management, ensuring supplies, equipment, and daily operations are optimized.
• Collaborate on internal process development to enhance administrative efficiency.
• Provide support for investor relations and client service team expansion initiatives.

Job Requirements

• Minimum of 4 years of experience in executive assistant, operations, or administrative roles.
• Preferred experience in the finance industry, particularly investment management or banking.
• Strong organizational skills with proficiency in QuickBooks and expense management.
• Ability to manage travel arrangements and executive schedules effectively.
• Experience in HR processes, including onboarding and recruitment activities.
• Proven ability to develop and refine internal processes for operational efficiency.
• Flexibility to work in a hybrid environment with occasional in-office presence.
• Bachelor's degree or equivalent experience preferred but not mandatory.