About the role
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
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