Business Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist with business development and prospecting activities, which include preparing Private Placement Memoranda (PPMs), monitoring status and touchpoints, scheduling meetings, and addressing due diligence inquiries.

• Monitor owner renewals and generate reports to support the COO.

• Process and manage invoices throughout the operations team, covering sponsor agreements and event-related expenses; facilitate approvals and finance transitions.

• Keep organized records, files, and tracking systems.

• Aid in various ad hoc projects and requests.

• Identify and highlight process shortcomings or opportunities for enhanced efficiency.

• Coordinate travel and expense report processing for the COO and the executive team.

• Track and manage renewal dates for contracts and agreements.

• Provide calendar management and scheduling assistance at both executive and board levels.

• Draft and distribute owner one-on-one communications as directed by executive leaders.

• Act as a liaison for owner inquiries and requests.

• Oversee general mailboxes, web submissions, and the Circuit phone line.

• Prepare, format, and proofread various documents.

• Support scheduling and planning for owner engagement initiatives and meetings.

• Assist with the administration of owner satisfaction and value surveys.

• Monitor owner engagement activities and report on engagement metrics.

• Facilitate board outreach and preparation of board materials.

⛳️ Requirements

• A minimum of 3 years' experience in an administrative, operations, or executive support capacity is preferred.

• A bachelor's degree in business or a related field may be considered in lieu of experience.

• Outstanding organizational abilities and meticulous attention to detail.

• Excellent written and verbal communication skills; adept at composing professional correspondence.

• Discretion and sound judgment in managing sensitive information and executive-level communications.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

• Capability to juggle multiple priorities concurrently in a fast-paced, remote setting.

• Self-motivated and reliable.

• Open to adopting emerging tools and technology, including AI assistants.

• Experience in supporting C-suite executives or board-level operations is advantageous.

• Familiarity with business development processes and operations (such as invoicing and renewals) is a plus.

• Experience with Google Workspace, HubSpot (or a similar CRM), and Asana is beneficial.

• Background in the financial services industry is an advantage.

🏝️ Benefits

• Some travel is necessary for owner and team meetings.

• Remote work environment.