Location: Latin America (Remote)Our client is in private wealth management. As a Business Operations Assistant, your main goal is to keep the financial and personal matters of the ownership in order. You'll handle administrative tasks and offer strategic advice. This position lets you dive deep into the world of finance and business management, all while maintaining absolute confidentiality and professionalism.If you are able to work independently, you manage to be super organized, punctual, willing to learn new skills, highly responsive via email/text/call and open to feedback, this is the perfect position for you.RequirementsAdvanced level of English language - Strong verbal and written communication skills.Bachelors' or above in a quantitative field: Finance, Business Administration, Economics or Engineering.3+ years of experience in administrative roles, preferably within finance, investment, or family office environments.Proven track record of working independently, being highly organized, and responsive to communication.Proficiency in G-Suite, Microsoft Excel, social media platforms, and task management tools.Familiarity with technical skills such as Zapier, basic programming (Python or JavaScript), and website software.Experience with financial tasks such as banking, taxes, and vendor payments.Knowledge of public and private investments, real estate, and cryptocurrencies is a plus.Non-mandatory skillsFamiliarity with Quickbooks Online.On a typical day, you will …Have the opportunity to seek out new investors and potential business partnerships, engaging in strategic outreach efforts and maintaining relationships to support company growth and expansion initiatives.Have the opportunity to provide comprehensive administrative support to the ownership and Chief Operating Officer, acting as the first point of contact for internal and external communications.Be responsible for various tasks including office management, banking, taxes, scheduling appointments, travel arrangements, and maintenance coordination.Utilize technical skills to create, modify, and run Standard Operating Procedures (SOPs), manage Zapier integrations, and conduct analytical research on public and private companies.Maintain confidentiality and uphold high standards of communication and efficiency.ResponsibilitiesDemonstrating a proactive and self-directed approach to tasks, prioritizing the best interests of the business and ownership.Managing administrative tasks such as contact management, research, travel arrangements, calendar organization, and correspondence handling.Utilizing organizational tools effectively, including To-Do list software and Process Street for workflow management.Handling file management and financial responsibilities such as saving files, monitoring expenses, and processing payments.Engaging in continuous learning, content creation, and communication with clients and vendors.Liaising with clients, conducting research, negotiating with vendors, and addressing administrative duties as required.Staying informed on project updates, contractual concerns, and household management tasks.Undertaking additional tasks as assigned during the course of employment.
