Executive Assistant / Operations Manager

About the role

Cooperidge Consulting Firm is looking for an Executive Assistant / Operations Manager to support its fast‑growing Capital Advisory Program. The role ensures smooth day‑to‑day operations, client coordination, recruiting workflows, and communication in a remote environment.

Key responsibilities

• Manage and coordinate multiple calendars, schedule and adjust meetings in real time.
• Maintain Gmail/Outlook inboxes, draft communications, and ensure calls and meetings are well‑prepared.
• Keep HubSpot CRM accurate, tracking leads and clients through pipeline stages.
• Coordinate client onboarding, documentation, confirmations and follow‑ups.
• Manage candidate pipeline in Workable, organizing and tracking applicants.
• Support social media scheduling and engagement on LinkedIn and Instagram.
• Assist with personal scheduling and administrative logistics for executives.
• Use tools such as Jotform for intake, documentation, and workflow tracking.
• Provide daily updates on priorities, pipeline status and key operational items.

Required profile

• High school diploma required; Bachelor’s degree preferred.
• Experience in calendar management, executive support, and client coordination.
• Familiarity with CRM (HubSpot) and applicant tracking system (Workable).
• Strong organizational, time‑management and written communication skills.

Required skills

• Proficiency with Gmail and/or Outlook.
• HubSpot CRM.
• Workable ATS.
• Jotform.
• LinkedIn and Instagram for social media scheduling.

What we offer

• Work from home (remote) arrangement.
• Training & development opportunities.
• Performance bonus.