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Operations Assistant

Cactus Blossom Financial

IA
EmpleoRemotoSemi seniorOperaciones
Ubicación
Remoto
Salario
USD 1,500 – 2,500
Publicada
Hace 2 semanas
Fuente
Get on Board
Ver oportunidad en Get on BoardLa postulación se realiza en el sitio original.

✅ Requirements Three things are required. • Detail oriented. You catch what everyone else scrolled past. Errors bother you. • A systematic and strategic planner. You think in process, dependencies, and what happens next, and you write it down so the next person does not have to guess. • Flexible. Priorities move in a growing firm. You move with them without losing the thread. Also required: • English at C1 or above. You will be talking to American small business owners about their money • Two or more years in operations, executive support, or administrative coordination • Available 8:00 AM to 5:00 PM Arizona time, Monday through Friday • Comfortable with AI tools, and clear that you check the output before anyone else sees it We hire, develop, and review against five core values. If these are not you, this seat will not fit. • Mistakes are Learning Opportunities. You name your own errors before anyone finds them, and you change what you do next. • Embrace Self-Responsibility. You bring a solution with the problem, and you flag what you need before it is late. Nobody here will hold your hand, and nobody here wants to. • We Practice Grit. You finish hard things. You stay calm when a deadline is on fire, and you keep the small plates spinning while you handle the big one. • We Lead With Integrity. You say what actually happened. Gaps, mistakes, and bad news reach us from you first. • We Grow Together. You are generous with what you know, you ask for help early, and you are kind to a client having the worst financial day of their year.

🎯 What You Will Own • Own inbox and calendar coordination for the owners: scheduling, follow-ups, and making sure nothing sits waiting • Build, document, and improve internal SOPs and workflows • Run client onboarding end to end, with organized documentation and clean handoffs • Work alongside our AI systems, reviewing everything they produce before any of it reaches a client • Track projects and deadlines across an eight-person team, and tell us before something slips • Research options and bring them back when a decision needs one • Keep records, files, and systems organized so anyone can find anything without asking You own your work. When a call is genuinely ours to make, you bring it to us with the option you would pick and why.

Extra points! • Familiarity with QuickBooks Online, Gusto, or GoHighLevel • Experience writing SOPs from scratch rather than following someone else's • Direct support experience for founders or a small leadership team • Project management training or certification

bookkeepingquickbooksexcelaccounts payableaccounts receivablefinancial reportingworkflow managementresearchbank reconciliation