Executive and Operations Associate

Overview

• Serve as a key support to executive leadership, managing schedules, travel, and administrative tasks in a fast-paced environment.
• Enhance operational efficiency by overseeing office management, supplies, and event coordination.
• Contribute to HR functions, including onboarding, recruitment, and employee documentation processes.
• Collaborate with cross-functional teams to streamline processes and support organizational growth.
• Opportunity to advance into leadership roles within operations, HR, or investor relations.
• Engage in a hybrid work environment, balancing remote flexibility with in-office collaboration.
• Work within a dynamic team in a thriving financial services organization.
• Develop and refine internal systems to support efficiency and organizational success.

Key Responsibilities & Duties

• Manage executive schedules, resolve conflicts, and prioritize commitments effectively.
• Arrange comprehensive travel plans, including domestic and international bookings.
• Prepare expense reports and assist with financial record-keeping 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 and daily operations are optimized.
• Collaborate on process development to enhance administrative efficiency.
• Assist in investor relations and client service team initiatives.

Job Requirements

• Minimum of 4 years of experience in executive assistant, operations, or administrative roles.
• Preferred experience in finance, investment management, or banking industries.
• Proficiency in QuickBooks and expense management systems.
• Strong organizational skills and ability to manage travel arrangements 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.