Operations Associate - Part Time (30 hours per week)

Juna Financial Solutions LLC; Boston (MA); Remote; USD 35,000 - 55,000; Part time

Job summary

An established industry player is seeking a proactive Operations Associate to enhance business operations and support the CEO. This part-time role involves a variety of tasks including administration, compliance, HR, sales, and digital marketing. You'll thrive in a flexible, remote environment while managing projects and improving workflows. If you enjoy working behind the scenes and have a knack for time management and organization, this opportunity is perfect for you. Join a dynamic team where your contributions will make a significant impact on operational efficiency and client satisfaction.

Qualifications

• Proven ability to manage multiple tasks efficiently.
• Exceptional attention to detail and thoroughness.
• Strong communication skills, both verbal and written.

Responsibilities

• Guide prospects through the sales pipeline and manage client onboarding.
• Support the CEO with calendar coordination and inbox management.
• Assist with marketing campaigns and social media content creation.

Skills

Time Management

Organization

Digital Marketing

Communication

Client Service

Project Management

Education

Bachelor's Degree

Tools

HubSpot

Job description

Operations Associate - Part Time (30 hours per week)

Join to apply for the Operations Associate - Part Time (30 hours per week) role at Juna Financial Solutions LLC.

Location and Hours

Location: Remote (US based only)

Hours: Part Time, 30 hours per week, flexible schedule during business hours (8am-6pm EST)

About The Role

We are seeking a highly motivated, proactive, and versatile Operations Associate to work directly with the CEO and Operations Director. You will contribute to various aspects of our business operations including administration, compliance, HR, sales, digital marketing, and client services. You will help build workflows and processes to enhance operational efficiency and bring strategic ideas to the table.

If you thrive in a fast-paced, collaborative environment and enjoy making operations run smoothly, you’ll feel right at home here.

What Success Looks Like

To succeed in this role, you MUST:

• Run on technology - love learning, using, and adopting new technologies
• Enjoy working behind the scenes and making things happen
• Have an entrepreneurial spirit and a “get-it-done” attitude
• Balance multiple tasks with ease and grace
• Enjoy digital marketing and social media content
• Communicate exceptionally — both verbally and in writing
• Deliver outstanding internal and external client service
• Manage projects with precision and follow-through
• Always strive to "make it better" and "go the last 10%"

You Are

• Masterful at time management, organization, and prioritization
• Exceptionally detail-oriented and thorough
• Flexible, adaptable, and able to pivot quickly as priorities shift
• Proactive, with a strong ability to anticipate needs
• Highly efficient in a fully remote work environment
• Self-directed, yet collaborative when needed
• Discreet and professional when handling confidential information

Key Responsibilities

Sales & Client Services

• Guide prospects through the sales pipeline (intake questionnaire, qualification, discovery call scheduling)
• Create and maintain proposals, engagement letters, pricing agreements, and invoices
• Support client onboarding, including document and file management
• Maintain accurate client and sales reporting

Administrative

• Manage document storage, record retention, and version control
• Support the CEO with inbox management and calendar coordination
• Develop and optimize business processes and workflows
• Manage CRM (HubSpot) and keep data and workflows updated
• Coordinate internal meetings and create presentations
• Book travel and assist with company events
• Draft, maintain, and update company policies and procedures
• Handle special projects as needed

Compliance

• Manage state registrations and regulatory filings
• Coordinate 401(k) administration tasks
• Oversee insurance compliance and other required documentation

HR

• Support employee onboarding and offboarding processes
• Organize employee gifts, celebrations, and engagement activities
• Assist with various HR administrative tasks

Marketing

• Assist with marketing campaigns and initiatives
• Create content and imagery for social media and blog posts
• Update website pages and assist with blog management
• Design and distribute newsletters

Technology Support

• Manage technology subscriptions and renewals
• Serve as the