OptiNizers

Bookkeeper

• Maintain accurate and organized financial records using QuickBooks Online.
• Perform regular bank and credit card reconciliations to ensure data accuracy.
• Verify and record transactions, deposits, and expense entries.
• Monitor and track company cash flow, reporting any discrepancies promptly.
• Prepare monthly reconciliation summaries and ensure all accounts balance correctly.
• Create, send, and track estimates and invoices to clients, ensuring accuracy and consistency in billing details.
• Manage Accounts Receivable (AR) — monitor incoming payments, follow up on outstanding balances, and maintain positive communication with clients regarding payment status.
• Oversee Accounts Payable (AP) by processing vendor invoices, scheduling payments, and maintaining proper expense documentation.
• Prepare weekly and monthly financial reports, including summaries of income, expenses, and outstanding balances, to support business decisions.

Senior Bookkeeper

Customer Support

• Respond to customer inquiries and return/refund requests through TikTok Shop, email, and other messaging platforms
• Provide timely, professional, and friendly responses to ensure a positive customer experience
• Manage and track communication threads to ensure all concerns are properly resolved
• Handle inquiries about order status, shipping, and product details with accuracy and clarity
• Coordinate daily with our third-party logistics (3PL) partner to ensure orders are shipped out correctly and on time
• Monitor fulfillment queues and confirm that order processing is completed each day
• Assist in resolving lost or unreceived package issues by investigating customer concerns and coordinating with 3PL for resolution
• Maintain up-to-date order and tracking information across platforms
• Respond to direct messages (DMs) and comments on the brand’s TikTok and Instagram accounts
• Maintain a consistent and professional brand voice in all communications
• Track and document customer cases and resolutions for internal reporting
• Communicate recurring issues or logistics delays to the operations team
• Ensure all operational records and customer communications are properly logged and organized

Operations and Customer Service Associate

Paralegal

• Monitor trademark applications with the USPTO and international trademark offices.
• Track filing deadlines, renewal dates, and responses through a docketing system.
• Maintain accurate and organized IP portfolios and digital client files.
• Prepare and submit trademark filings, renewals, and correspondence under attorney supervision.
• Coordinate with clients, the USPTO, and international associates regarding filings and case updates.
• Assist with document preparation, data entry, and record-keeping for all IP-related matters.
• Conduct research on IP-related issues as requested by the attorney.
• Track case progress and prepare status reports for client or internal review.
• Manage client correspondence related to trademark filings, renewals, and portfolio updates.
• Ensure prompt, professional, and clear communication with clients and external partners.
• Handle all work with the highest standards of accuracy, professionalism, and confidentiality.

Trademark Paralegal

Executive Assistant

• Manage calendars, appointments, and scheduling across multiple time zones.
• Coordinate internal and external meetings, including agenda preparation and follow-up documentation.
• Handle email and communication management, ensuring timely responses and professional correspondence.
• Maintain organized digital filing systems and track key deliverables.
• Prepare presentations, reports, and other business documentation as requested.
• Serve as the primary point of contact between executives, internal teams, and external stakeholders.
• Support travel planning and logistics, including itinerary preparation, bookings, and expense tracking.
• Monitor project timelines, ensuring that tasks and deadlines are met efficiently.
• Assist in onboarding new team members and maintaining company processes and SOPs.
• Handle confidential information with discretion and professionalism.
• Support executives in strategic decision-making through research and data compilation.
• Anticipate executive needs and provide proactive solutions to minimize administrative bottlenecks.

Operations

• Manage and oversee all aspects of international freight forwarding
• Coordinate and manage the end-to-end shipment process
• Prepare and verify all necessary shipping documents
• Ensure compliance with international trade regulations
• Communicate regularly with clients to provide shipment updates
• Negotiate rates with carriers and suppliers
• Utilize freight management systems and software
• Anticipate and mitigate potential risks in international shipping
• Work closely with internal departments and international agents

International Forwarder Operations Specialist

Procurement

• Identify and engage prospective investors through LinkedIn, referrals, investor networks, and direct outreach
• Qualify leads and maintain a consistent, high-volume cadence across digital and personal channels
• Build and organize investor lists across key affinity groups, capital networks, and geographic markets
• Manage outreach workflows and engagement data through Salesforce and supporting platforms
• Maintain complete, up-to-date lead records in Salesforce, including notes, next steps, and contact history
• Track and report on investor tiering, outreach metrics, and pipeline efficiency
• Provide insights and recommendations to optimize sourcing strategies and closing rates
• Oversee the CRM Manager, supporting with development, advocacy, and morale
• Partner with the Sales Manager, Director of Operations, and CRM Manager to coordinate lead intake, handoff, documentation, and follow-ups

Investor Sourcing and Qualification Specialist

• Draft and prepare family law documents, including petitions, motions, disclosures, and settlement agreements.
• Manage electronic filing and maintain organized case records in compliance with California court requirements.
• Conduct legal research to support filings, hearings, and case strategies.
• Communicate with clients professionally and empathetically for intake, updates, and follow-ups.
• Track and manage case calendars, deadlines, and hearing schedules.
• Coordinate with courts, opposing counsel, and third parties as needed.
• Provide ongoing administrative and legal support to enhance attorney efficiency.
• Remote collaboration with a family law attorney; must work Pacific Time hours.