Executive Assistant / Operations Manager

Description

Summary: This role supports day-to-day operations across client management, recruiting workflows, communications, and scheduling, maintaining operational efficiency and a high-quality client experience. Highlights: 1. Central to maintaining operational efficiency and high-quality client experience 2. Supports fast-growing Capital Advisory Program 3. Manages diverse operational aspects including client and recruiting workflows Cooperidge Consulting Firm is seeking an Executive Assistant / Operations Manager for our fast\-growing Capital Advisory Program. This role supports day\-to\-day operations across client management, recruiting workflows, communications, and scheduling. The position is central to maintaining operational efficiency, responsiveness, and a high\-quality client experience in a fast\-paced, remote environment. **Job Responsibilities** * Manage and coordinate calendars across multiple priorities * Schedule, confirm, and adjust meetings in real time * Ensure all calls and meetings are properly prepared and executed * Manage Gmail and/or Outlook inbox, including drafting and organizing communications * Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages * Coordinate client onboarding, documentation, confirmations, and follow\-ups * Manage candidate pipeline within ATS (Workable), including organizing and tracking applicants * Support social media scheduling, posting, and engagement across LinkedIn and Instagram * Assist with personal scheduling, appointments, and administrative logistics * Coordinate with internal and external partners to support daily operations * Utilize tools such as Jotform for intake, documentation, and workflow tracking * Provide daily updates on priorities, pipeline status, and key operational items * Proactively identify and resolve operational issues **Requirements** **Education** * High school diploma or equivalent required * Bachelor’s degree preferred **Experience** * Experience with calendar management, scheduling, and executive support * Experience with CRM systems (HubSpot preferred) * Familiarity with applicant tracking systems (Workable preferred) * Experience in client coordination, recruiting support, or administrative operations * Experience managing inbox communications and prioritization **Skills or Competencies** * Strong organizational and time management skills * Excellent written communication skills * Ability to manage multiple priorities effectively * High attention to detail and accuracy * Professional, reliable, and responsive * Proficiency in Gmail and/or Outlook **Benefits** * Work From Home * Training \& Development * Performance Bonus