Job Summary:
We're streamlining our operations with a proactive Operations and Admin Assistant to help us systematize, organize, and automate our day-to-day work. You will handle documents, email, and bookkeeping support while building the templates, SOPs, and workflows that free up our time. We picture a ClickUp power user with a keen eye for process improvement and deep respect for confidentiality.
Key Responsibilities:
- Organize, rename, convert, and file confidential client documents in a structured folder system
- Set up and maintain folder structures for every new client case or assignment
- Sort and file receipts and expense records, and pass them to the accountant for company accounting
- Run the inbox, working toward and maintaining an inbox-zero system
- Convert existing documents into reusable templates
- Spot repetitive tasks and write clear SOPs for them
- Grow our use of ClickUp by building and improving boards, tasks, and workflows
- Find opportunities for automation and build or recommend automated workflowsAnswer member inquiries for our online platform, such as invoice and account questions
- Create FAQs and SOPs for handling platform support
Mandatory Skills:
- Advanced working knowledge of ClickUp, including task structures, templates, and workflow setup
- Strong proficiency in the Microsoft Office Suite, Outlook, and OneDrive
- Proven experience in document management and file organization
- Experience writing SOPs and process documentation
- Experience with email management and basic bookkeeping support, such as receipt organization
- Strict discipline with confidential information, including never uploading documents to online tools or third-party platforms without approval
- Diligent, precise, and able to operate independently
- Strong communication skills
Preferred Skills:
- Hands-on experience with automation tools such as n8n, Zapier, or Make
- Experience in a consulting, advisory, or professional services setting
- Customer or member support experience, including email-based support
- Experience building FAQs or knowledge bases
- Competent at coordinating several projects at once
- Strategic mindset, with the ability to recommend process improvements unprompted
Why Join Us:
Here you can build the operational backbone of a growing business and watch your work make a direct difference. You will work closely with a supportive, hands-on founder who values initiative and trusts you to work autonomously. There is real room to grow as your responsibilities widen over time.