Operations Associate (US-Based Financial Planning Firm)

I. Description

Work Arrangement: Fully remote, overlapping EST working hours

Job Type: Full-time

Salary Range: Up to $2,200 per month, Based on Skills and Experience

Work Schedule: 40 hours per week, with core hours between 9 AM – 6 PM EST or 8 AM to 5 PM EST

Locations: Remote, open to candidates in South America (LatAm) and Philippines

About Pearl Talent:

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Why Work with Us?

We mean what we say that we’re building a different recruiting company here. We only work with exceptional founders from the US and EU who care about the long-term success of their team members. We also provide you with attainable 3, 6, 9, 12 month, and beyond retention bonuses in addition to community oriented opportunities like an annual retreat.

About the Company:

Our client offers personalized financial planning and investment management services, primarily targeting high-income women and couples. Their approach focuses on empowering clients through education, offering unbiased, fee-only advice. With a Certified Financial Planner® at the helm, they specialize in managing complex financial situations, ensuring that clients can achieve their wealth-building goals efficiently and confidently.

Role Overview:

The Operations Associate role is responsible for overseeing daily operations, providing high-level assistance to the CEO, managing client and partner communication, and supporting marketing and sales initiatives. This role requires a balance of operational efficiency, organizational skills, and effective communication across various business units.

Your Impact:

This position is vital in ensuring smooth daily operations and executive support, enhancing client relationships, and driving growth through marketing and sales support. By streamlining processes and managing key communication, the role significantly contributes to overall business efficiency and success.

Key Responsibilities:

1. Operations Support:

• Manage daily operations to ensure efficient workflow across multiple business units.
• Streamline processes using tools like Google Spreadsheets and Zapier to enhance operational efficiency.
• Monitor project progress, report on milestones, and suggest continuous improvements.

2. Executive Assistance:

• Provide high-level support to the CEO, including complex calendar management, travel arrangements, and handling confidential information.
• Schedule and coordinate meetings across multiple time zones and stakeholders.
• Prepare meeting materials, reports, and presentations.

3. Client & Partner Communication:

• Serve as the primary point of contact for clients and external partners.
• Draft and review correspondence, presentations, and other key documentation.
• Ensure timely communication and follow-up on client inquiries.

4. Marketing & Sales Support:

• Assist in the development and implementation of marketing strategies.
• Manage CRM and outreach tools to support lead generation and client onboarding.

Immediate tasks anticipated for the candidate to fully own on week 1:

• Get acquainted with the team and understand the company’s mission and values.
• Schedule introductory meetings with key team members and stakeholders.
• Take full ownership of the CEO's calendar and begin handling complex scheduling.
• Organize and manage digital files, presentations, and other project materials.
• Begin supporting ongoing initiatives, including tracking and consolidation.

Requirements

Must-Have:

• Strong organizational skills to manage multiple tasks like operations, executive assistance, and client communication.
• Experience in financial services or a related industry with a solid understanding of financial processes.
• Proficient in CRM systems (Wealthbox) for managing client and lead data.
• Excellent written and verbal communication skills to interact with clients, partners, and internal teams.
• Familiarity with project management tools (Hubly) to track and coordinate tasks effectively.
• Ability to handle sensitive and confidential information with discretion.

Nice-to-Have:

• Tech Savviness
• Experience working with remote teams.
• Bilingual proficiency in Spanish.
• Experience with Trainual.com
• Basic knowledge of automation tools like Zapier to streamline processes.
• Experience supporting marketing or sales efforts, especially with CRM and outreach tools.

Benefits

Compensation Package:

• Competitive Salary: Up to $2,200 per month, Based on Skills and Experience
• Remote Work: Fully remote—work from anywhere
• Generous PTO: Ample paid time off to rest and recharge
• Direct Mentorship: Grow through guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Work and connect with professionals around the world
• Work-Life Balance: Flexible hours that support a healthy work-life balance

Ready to Join Us?

If this role aligns with your skills and career goals, we’d love to hear from you. Apply now to take the next step in your journey with Pearl.