Remote Executive Assistant & Operations Lead

Cooperidge Consulting Firm; United States; Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Work From Home

Training & Development

Performance Bonus

Job summary

Cooperidge Consulting Firm is looking for an Executive Assistant / Operations Manager to join their growing Capital Advisory Program. This role is pivotal in managing day-to-day operations that include client management, recruiting workflows, scheduling, and communications. The ideal candidate should have a high school diploma, with a Bachelor’s degree preferred, alongside strong organizational skills and experience with CRM systems. The position offers benefits such as work from home and performance bonuses.

Qualifications

• Experience with calendar management and executive support.
• Experience managing inbox communications.
• Experience in client coordination or administrative operations.

Responsibilities

• Manage and coordinate calendars across multiple priorities.
• Schedule and confirm meetings in real time.
• Maintain CRM (HubSpot) with accuracy.
• Support social media scheduling and engagement.
• Proactively identify and resolve operational issues.

Skills

Organizational skills

Time management

Written communication

Gmail and/or Outlook proficiency

Attention to detail

Education

High school diploma or equivalent required

Bachelor’s degree preferred

Tools

CRM systems (HubSpot)

Applicant tracking systems (Workable)

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

• Work From Home
• Training & Development
• Performance Bonus