Business Operations Assistant

We are looking for an experienced Business Operations Assistant to join a growing Marketing team in the US. This teammate will assist in managing administrative tasks for the organization to support operationalizing the client workflow.

The Benefits

• Work From Home
• Attendance, Performance, and Referral Bonuses
• Paid Holidays and Time Offs
• Health Insurance Card

MUST-HAVES:

• 3+ years experience with G Suite a must-have
• 2+ years as an EA, Biz Ops Assistant or supporting a Project Mgr is a must-have
• 1+ years experience w/ ClickUp or similar project mgt. tool
• Availability to work Monday - Friday, 9 am - 6 pm EST
• Intermediate Excel or Google Sheets experience
• Experience with Slack or similar communication tools

CORE TASKS:

• Data entry and pulling reports from Central Reach or other tools/platforms - client to provide training on Central Reach platform and with tasks
• Conduct daily audits to ensure compliance with current protocols and procedures.
• Conduct database maintenance checks.
• Gather data from system reports to consolidate for overall system reporting
• Assisting with handling/populating client information with accuracy
• Calendar management and meetings booking/coordination (i.e. booking meetings, Zoom calls, appointments, etc.)
• Assist with the preparation/distribution of internal communications and critical updates
• Organizing projects in project mgt. tool (i.e tag in stakeholders that are involved, request additional info if it’s lacking, prioritize against other stakeholders, etc.)
• Note-taking, documentation and organization of digital files
• Ad hoc administrative work - client to provide templates and training (as/if needed)

NICE-TO-HAVES:

• Preference for repeatable tasks (i.e. prefer the consistency and stability of rote work)
• Familiarity with Central Reach or similar practice management software
• Experience handling medical records or other sensitive information​​​​​​​

• Document processes and develop playbooks to support operationalizing of the client journey workflow
• Ability to take minute/meeting notes in real-time during meetings in order to share key insights with the team post-meeting