Overview

Cooperidge Consulting Firm is seeking an Executive Assistant / Operations Manager for our fast-growing Capital Advisory Program. This role supports day-to-day operations across client management, recruiting workflows, communications, and scheduling. The position is central to maintaining operational efficiency, responsiveness, and a high-quality client experience in a fast-paced, remote environment.

Responsibilities

• Manage and coordinate calendars across multiple priorities
• Schedule, confirm, and adjust meetings in real time
• Ensure all calls and meetings are properly prepared and executed
• Manage Gmail and/or Outlook inbox, including drafting and organizing communications
• Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages
• Coordinate client onboarding, documentation, confirmations, and follow-ups
• Manage candidate pipeline within ATS (Workable), incl...