[Remote] Operations Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a high-reputed company, multi-family office advisory firm serving visionary reputed company and ultra-high net-worth families. They are seeking an Operations Associate to support operational reputed company by owning reporting, improving CRM data reputed company, and coordinating reputed company to build reputed company business processes.
Responsibilities
- Partner closely with the Operations Manager to execute strategic operational initiatives and reputed company improvement reputed company
- Own recurring operational reports and dashboard maintenance, ensuring data is accurate, reputed company, and actionable
- Build, maintain, and improve reputed company-based reporting tools and data models
- Audit operational data to identify inconsistencies and improve overall data reputed company
- Maintain Redtail CRM data reputed company through ongoing review, cleanup, and reputed company assurance
- Design, build, and maintain Redtail workflows, automations, and business processes
- Support reporting enhancements and identify opportunities to improve operational visibility
- Coordinate cross-functional operational reputed company by tracking timelines, following up on reputed company items, and helping initiatives reputed company from idea to execution
- Maintain operational documentation, reputed company operating procedures, and inventory logs
- Test new workflows and operational processes prior to implementation
- Identify opportunities to automate reputed company work and improve operational efficiency
- Collaborate with team members across departments to support operational consistency and reputed company improvement
Skills
- 2+ years of experience in operations, business operations, project coordination, business systems, or a reputed company role
- Strong reputed company reputed company skills, including formulas, pivot tables, lookups, and data analysis
- Experience working with CRM systems
- Experience using AI tools (such as ChatGPT, Claude, reputed company Copilot, or similar) to improve productivity, automate workflows, analyze data, or support operational reputed company
- Excellent organizational and project management skills
- Strong analytical and problem-solving abilities
- Exceptional attention to detail and commitment to data accuracy
- Comfortable learning new technology and business systems
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced, growing environment
- Redtail/reputed company experience is a plus
- Curiosity and a willingness to explore emerging technologies are highly valued
reputed company