Remote
Argentina
⚙️Operations
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Operations Assistant
Important: This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.
Our client is a B2B advisory firm that supports business owners through confidential, high-trust engagements. The firm works with a small team of advisors and relies on accurate information, organized systems, and efficient administrative processes to support its client and deal-related activities.
The Operations Assistant will support the internal systems and administrative workflows of a B2B advisory team. This role focuses on maintaining accurate CRM records, researching and verifying contacts, organizing client information, supporting onboarding activities, and ensuring important information is properly captured and accessible.
The ideal candidate is highly organized, detail-oriented, and comfortable working independently within established processes. This is not a traditional calendar-management Executive Assistant position; it is an operations-focused role suited to someone who enjoys data management, research, identifying inconsistencies, and keeping internal systems organized.
Fully Remote | 9:00 AM – 5:00 PM EST
Support ongoing CRM cleanup and data-quality initiatives.
Maintain organized Google Sheets containing accurate, usable, and well-documented research data.
Provide general administrative and operational support as needed.
Help establish organized and repeatable operational processes as the team grows.
Assist leadership with ad hoc research, data cleanup, and operational projects.
Previous experience with Streak CRM is helpful but not required.
Ability to handle confidential client, buyer, seller, and transaction information with discretion and professionalism.
Advisors spend less time on data cleanup, research administration, and repetitive operational tasks.
The Operations Assistant will have the opportunity to become a trusted member of a growing B2B advisory team, taking ownership of the systems, research, and administrative workflows that support daily operations.
This role provides the opportunity to contribute to organized and efficient internal processes, allowing advisors and leadership to focus on higher-value client and deal-related work.
USD 1,000 - 1,200
Monthly
