Executive Assistant / Operations Manager

Cooperidge Consulting Firm; Mexico; On-site; PHP 1,845,018 - 3,075,031; Full time

Benefits offered by this job

Work From Home

Training & Development

Performance Bonus

Job summary

Cooperidge Consulting Firm is seeking an Executive Assistant / Operations Manager to enhance our Capital Advisory Program. The role is crucial for maintaining operational efficiency and delivering a top-tier client experience in a remote setting.

The ideal candidate will demonstrate excellent organization and communication skills, manage multiple priorities, and be proficient in tools like HubSpot and Workable. Benefits include work-from-home flexibility and a performance bonus.

Qualifications

• 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.

Responsibilities

• 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.
• Maintain CRM (HubSpot) with accuracy and track all leads and clients.
• Coordinate client onboarding and documentation.

Skills

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

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

HubSpot

Workable

Jotform

Job description

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.

Job Responsibilities

• 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

Education

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

Experience

• 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

Skills Or Competencies

• 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

Benefits

• Work From Home
• Training & Development
• Performance Bonus