Strategic Operations Coordinator

J.S. Held LLC; Los Angeles (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Generous FTO policy

Medical, dental, and vision insurance

401(k) match

Job summary

J.S. Held is seeking a dynamic Operations Associate to support the Strategic Advisory Group across business operations, marketing and business development, financial administration, and other practice-defining activities.

This highly visible role demands strong organizational skills and the ability to move between detailed execution and coordination. The successful candidate will work with SAG leaders, prepare client materials, manage CRM, support invoicing and reporting, and help drive process

Qualifications

• Experience in operations, project coordination, team support, marketing and business development support, or finance administration.
• Exceptional organization and follow-through, with a reliable system for managing deadlines, requests, stakeholders, and recurring responsibilities.
• Ability to shift between strategic, analytical, administrative, and hands-on tasks without losing visibility into commitments.

Responsibilities

• Provide responsive day-to-day operational support to SAG leaders and team members, shifting focus as business needs and deadlines evolve.
• Coordinate work across senior leadership, practitioners, corporate functions, and external contacts while maintaining a polished and professional approach.
• Support marketing and business development activities, including opportunity tracking, meeting preparation, follow-up actions, event support, and maintenance of marketing materials.
• Create, update, and quality-check client-facing materials in collaboration with subject-matter experts.
• Administer CRM data and processes, including new opportunity entry, contact and account updates, pipeline hygiene, activity tracking, reporting, and follow-up reminders.
• Monitor accounts receivable, work in process, billing status, collections follow-up, and related reporting; coordinate with project teams and Finance to resolve issues promptly.
• Prepare and support client invoicing, including gathering backup, confirming billing details, tracking approvals, monitoring invoice status, and maintaining accurate records.
• Develop and maintain trackers, dashboards, templates, shared workspaces, and process documentation that improve visibility, consistency, and accountability.
• Coordinate recurring and ad hoc meetings, prepare agendas and materials, capture decisions and action items, and follow through with owners until items are closed.
• Assist with onboarding, system access, internal requests, team communications, and other administrative or operational needs that help colleagues work effectively.
• Use Microsoft 365 and other business systems to streamline routine tasks, improve data quality, and identify practical opportunities for automation and process improvement.
• Handle confidential and sensitive information with care, sound judgment, and appropriate discretion.
• Anticipate needs, identify risks or missing information early, and elevate appropriately while offering practical solutions.
• Take on additional priorities as needed with a service mentality and a willingness to contribute wherever the team needs support.

Skills

Operations

Project coordination

Team support

Marketing support

Finance administration

CRM administration

Microsoft 365

Tools

PowerPoint

Excel

Word

Outlook

Teams

SharePoint

Job description

J.S. Held is seeking a dynamic Operations Associate to support the Strategic Advisory Group across business operations, marketing and business development, financial administration, and other practice-defining activities.

This highly visible role demands strong organizational skills and the ability to move between detailed execution and coordination. The successful candidate will work with SAG leaders, prepare client materials, manage CRM, support invoicing and reporting, and help drive process