Operations Assistant, Finance Division
Opal Group
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $1,500 per month
About the role
- Provide day-to-day administrative and operational support to the Managing Director, including document preparation, reporting, scheduling, follow-ups, and task coordination
- Conduct research on prospective clients, investors, sponsors, and speakers to support sales and event strategy
- Prepare and maintain internal trackers, calendars, and reporting tools to support market awareness, performance monitoring, and planning
- Export, organize, and format data from agendas, reports, and internal systems for use in sales, marketing, and planning initiatives
- Assist with preparing internal team documents, SOPs, benchmarks, and performance materials based on the Managing Director’s direction
- Coordinate client-related tasks such as scheduling calls, collecting materials, confirming deliverables, and managing follow-up communications
- Support sponsor and speaker coordination by tracking materials, deadlines, and marketing deliverables
- Assist with sourcing and coordinating potential event venues through existing client relationships when needed
- Perform light outreach and administrative follow-up with clients and prospects on behalf of the Managing Director
- Maintain accurate records of client, sponsor, and conference data in CRM and internal systems
- Collaborate with internal teams to ensure priorities, deadlines, and communications are properly aligned
- Support sales and audience development activity as needed during slower periods
Requirements
- Bachelor’s degree in Business, Marketing, Communications, or a related field is preferred
- Valid U.S. entry visa preferred
- Advanced English skills in verbal and written communication are required
- Strong organizational skills with exceptional attention to detail
- Professional, polished, and client-ready communication style
- Comfortable conducting research, managing data, and preparing reports
- Proficiency in Microsoft Office, especially Excel; experience with CRM systems is a plus
- Ability to manage multiple priorities, follow direction, and execute with minimal oversight
- Self-motivated and able to work both independently and as part of a team
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data managementreport preparationtask coordinationresearchperformance monitoringSOP preparationevent coordinationclient communicationdata formattingmarket awareness
Soft Skills
organizational skillsattention to detailverbal communicationwritten communicationclient-ready communicationself-motivationteam collaborationability to manage prioritiesexecutive follow-upminimal oversight execution
Certifications
Bachelor’s degree in BusinessBachelor’s degree in MarketingBachelor’s degree in Communications