HeadQuarters

Operations

• Support operational tasks aligned with SOPs and client expectations
• Execute standard workflows and surface recurring issues or inefficiencies
• Actively participate in communication channels and contribute to internal documentation
• Gain proficiency in LeafTrade, Excel, GSuite, and Slack

Junior Sales Ops Admin

• Provide comprehensive calendar management: schedule meetings, appointments, and calls across multiple time zones.
• Serve as a communication gateway, managing and prioritizing emails and messages with discretion.
• Manage and maintain important documents, files, and records, ensuring easy accessibility for the CEO.
• Proactively handle administrative tasks to ensure the CEO's punctuality and preparedness for all commitments.
• Extract follow-ups from meeting notes, including action items, decisions, and key takeaways.
• Actively follow up on action items and commitments made during meetings, tracking progress, and ensuring timely completion.
• Arrange travel and accommodations as needed.
• Prepare basic documents, presentations, and reports.
• Perform other core administrative and support duties as required.

Operations Assistant

Bookkeeper

• Handle AP/AR, invoicing, and payment follow-ups
• Maintain finance inbox and financial records
• Reconcile transactions and support reporting
• Organize files in QBO and Google Drive
• Support payroll processing, including time tracking, employee setup, and summary preparation
• Process employee expense reports and ensure policy compliance
• Identify process improvements and support team training
• Use finance tools like QBO, Google Workspace, and CRM systems

Junior Sales Ops Admin

Operations Assistant

Finance & Accounting Assistant