Executive Operations Assistant

We are ready to shift gears and focus on what truly drives growth—big-picture strategies, exciting partnerships, and personal development—and they need a rockstar Executive Operations Assistant to make it happen! With a packed schedule and ambitious goals, they’re looking to delegate repetitive tasks, streamline operations, and keep projects moving seamlessly. No more bottlenecks—just smooth workflows, efficient execution, and a thriving business.

If you love bringing order to chaos and being the right hand to a visionary leader, this is your time to shine!

Responsibilities of the Executive Operations Assistant:
Your responsibilities include:
Blueprint Creation & Data Management:
- Create and update custom funding blueprints based on client data
- Consolidate information from various sources (credit applications, Slack notes, sales notes, intake forms) into a structured Google Doc
- Perform basic calculations (addition, multiplication) for funding assessments
- Handle data entry tasks, including onboarding, deposit, and offboarding dates, as well as blueprint updates
- Input and organize data in Upgrade to see actual info, pulling details from Slack, Google Docs, and intake forms
- Review credit inquiries (training modules will be provided)
- Manage blueprint adjustments and repetitive updates as needed

Task & Project Management:
- Organize and track tasks froUpgrade to see actual infoetings, Slack communications, and voice memos to ensure timely execution?- Maintain and update Google Docs to support the leadership team’s documentation needs
- Update and organize files
- Create documents on an ad-hoc basis for different teaUpgrade to see actual infombers
- Ensure follow-ups are completed and action items froUpgrade to see actual infoetings are tracked and executed


Email, Text & Communication Management:
- Filter, organize, and respond to emails, texts, WhatsApp, and Slack messages on behalf of the leadership team?- Develop a system for managing and prioritizing communications to ensure nothing gets missed

Relationship & Calendar Management:
- Manage scheduling, rescheduling, and calendar adjustments for internal and external meetings
-Handle scheduling conflicts and ensure smooth coordination of appointments
-Assist with scheduling and organizing internal teaUpgrade to see actual infoetings and ensuring follow-ups
- Support relationship management, ensuring high-value clients receive prompt and professional attention
- Monitor daily communications (unread/unanswered messages) and flag important follow-ups
- Assist with personal scheduling, such as coordinating special events, anniversaries, and gifts

Operations Support:
- Oversee daily metric-driven End-of-Day (EOD) reports from fulfillment and sales teams
- Identify trends in numbers and flag them for leadership review
- Review and summarize team reports, flagging key points for further analysis
- Conduct low-level operational tasks, such as contacting banks for additional information (dialer provided)
- Assist with ad-hoc operational needs as required

Want to Know More?
This is a dynamic and high-performing marketing and advertising agency that helps e-commerce brands, service professionals, and info-product creators scale their businesses to new heights. Since launching in 2020, they've delivered multiple 8-figure returns for their clients by optimizing customer acquisition, retention, and strategic marketing efforts. But they don’t just offer done-for-you services—they empower entrepreneurs with education-driven funding solutions and coaching programs to create financial independence.
Their mission? To prioritize financial literacy, education, and empowerment, helping ambitious individuals break free from financial constraints. If you're looking for a company that thrives on innovation, impact, and big wins, you’ve just found your perfect match!

Culture and Core Values:
At the heart of their team is a family-like atmosphere where kindness meets high performance. They believe in direct but compassionate leadership, putting clients first, and always calling things as they see them. Team retreats and a supportive environment keep everyone connected and motivated.

Here’s what matters most to them:
- World-Class Mentality – We don’t settle for average; we strive for excellence in everything we do.
- Always Client First – Success starts by putting our clients' needs above all else.
- High Say-Do Ratio – Integrity matters; we follow through on every promise.
- Have Fun – We work hard, but we play hard, too—enjoying the journey is just as important!
- Radical Candor – Honest, direct, and kind communication drives our success.

If you're ready to join a team that blends performance with purpose, this is the opportunity you've been waiting for!

What’s in it for you?
Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

- Performance-Based Bonuses – Earn incentives for speed and execution that drive real results!
- Work From Anywhere – Enjoy the flexibility to work remotely and own your schedule.
- Be the Right Hand – Work closely with a visionary leader and make a direct impact.
- Growth & Learning – Gain hands-on experience in high-level operations and strategic execution.
- High-Performance Team – Join a culture that values excellence, integrity, and fun!
- Family-Like Atmosphere – Work with a supportive team that values honesty and kindness.
- No Two Days Are the Same – Tackle exciting challenges and keep things moving at high speed!
- Have Fun While Crushing Goals – A dynamic work environment where results matter, but so does enjoying the ride!

Your next big opportunity starts here—ready to take the leap?

WeAssist: (Not your average Recruiting Firm…)?
Started by Reef Colman just five years ago, is not your typical staffing agency...
We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 100 people. We help US businesses find skilled remote workers and connect these workers with good employers.
What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best!

Perks:
* 13th Month Bonus (Wild right?!)
* Permanent work-from-home / remote set-up
* Health insurance
* Dental insurance
* Mental health insurance
* Great starting salary
* Growth opportunity
* Performance-based raises
* Prizes and bonuses

Specifics:
Time
- Full-time; 9am to 6pm CST Timezone
- This is a remote position so you can have the freedom to work from anywhere

Miscellaneous
- Attire - business casual when in meetings
- Professional setup (Pains me I actually need to write this down…)
- Clean background
- Good camera
- Good microphone
- Strong wifi

Tech Stack
- Nice-to-have:
Upgrade to see actual info
- Google Suite
- Gmail
- Slack
- Jotform

Qualifications
- Reliable internet connection (50 Mbps+) to ensure seamless communication and workflow.
- Strong attention to detail with the ability to catch inconsistencies and maintain accuracy.
- Highly organized with excellent time management skills to juggle multiple tasks efficiently.
- Bilingual in Spanish (BIG BONUS) – the ability to communicate in Spanish is a plus!?

Compensation
- Fixed Rate $12,000 - $14,400/yr

Don’t forget to attach your PDF resume Upgrade to see actual info indicate “Executive Operations Assistant” in the subject line