Executive Assistant / Operations Manager

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.

• → 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

• High school diploma or equivalent required
• Bachelor’s degree preferred

• 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

• 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