Operations And Investment Associate

Nextshore; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A private investment firm is seeking a remote administrative professional to manage daily office operations. The ideal candidate will have a finance background, strong organizational skills, and the ability to multitask in a fast-paced environment. Responsibilities include handling spreadsheets, maintaining CRM organization, and supporting administrative duties like scheduling and reporting. A bachelor's degree in a relevant field and proficiency in Microsoft Excel are essential for success in this role.

Formación

• Understanding of the finance world.
• 2-5 years of work experience in an administrative/office management role desirable but not required.
• Must have exceptional attention to detail.

Responsabilidades

• Handling Microsoft Excel spreadsheets.
• Create and arrange Investments' paperwork.
• Maintaining organization of the CRM system.
• Ensure file organization based on office protocol.
• Oversee and support all administrative duties in the office.

Conocimientos

Strong Microsoft Excel, Office, and Google products functionality

Strong interpersonal, customer service and communication skills

Strong organizational and time management skills

Ability to multitask

Strong problem-solving skills and analytical abilities

Educación

Bachelor's degree in business administration, finance, communications, or a related field

Herramientas

Microsoft Excel

CRM software

Descripción del empleo

Location: Remote

Salary: ********* USD per month

Overview

Our client is a private investment firm.
Most of our investments are in the public entities space.
Our mission is to help small cap companies grow and reach their full potential.
We are looking for candidates with finance background.
REMOTE WORK!
The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks.
A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities

• Handling Microsoft Excel spreadsheets
• Create and arrange Investments' paperwork
• Maintaining organization of the CRM system
• Ensure file organization based on office protocol
• Oversee and support all administrative duties in the office and ensure that office is operating smoothly
• Provide other administrative support as necessary, including scheduling group & individual meetings, handle and coordinate active calendars, doing research, and creating reports.

Qualifications

• Strong Microsoft Excel, Office, and Google products functionality
• Understanding of the finance world
• Strong computer & software skills
• Strong interpersonal, customer service and communication skills
• Ability to multitask
• Bachelor's degree in business administration, finance, communications, or a related field
• 2-5 years of work experience in an administrative/office management role desirable but not required
• Must have exceptional attention to detail
• Strong organizational and time management skills, and ability to prioritize
• Must be a self-starter and driven
• Strong problem-solving skills and analytical abilities

Work Environment

• Remote position, reporting directly to the company's Operations Officer, with input and direction from both founders.
• Collaborative and fast-paced environment with exposure to a variety of business functions and investment activities.