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