Remote Operations Assistant

Beyond Wealth Management; Lakewood (CO); Remote; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

401k

Job summary

Beyond Wealth Management is seeking a highly organized Operations Assistant to support our team remotely. You will handle calendar management, correspondence, data entry, mail, and basic financial tasks while serving as a liaison between staff, clients, and vendors.

The role emphasizes administrative excellence, project assistance, procurement tasks, office logistics, and exceptional front-desk customer service, contributing to smooth daily operations and client satisfaction.

Qualifications

• Education: A high school diploma is often required, while an associate's or bachelor's degree is preferred for many roles.
• Experience: Prior experience in an administrative, clerical, or operational support role is highly valued.
• Skills: Proficiency with Microsoft Office and strong organizational abilities are essential.

Responsibilities

• Administrative & Clerical Support: calendar management, meeting coordination, correspondence.
• Operational Coordination: scheduling, procurement tasks, vendor research, invoices tracking.
• Customer Service & Front Desk: greet visitors, handle inquiries, provide professional service.
• Data entry and records maintenance, document preparation and office logistics.

Skills

Organization

Time management

Communication

Problem solving

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

Microsoft Office

Job description

Beyond Wealth Management is seeking a highly organized Operations Assistant to support our team remotely. You will handle calendar management, correspondence, data entry, mail, and basic financial tasks while serving as a liaison between staff, clients, and vendors.

The role emphasizes administrative excellence, project assistance, procurement tasks, office logistics, and exceptional front-desk customer service, contributing to smooth daily operations and client satisfaction.