• Manage inbound inquiries from prospective searchers and investors, ensuring requests are handled promptly, professionally, and accurately.
• Maintain and organize CRM records, ensuring critical pipeline and relationship information remains accurate, complete, and accessible.
• Organize financial documents and other important business information to create a reliable source of truth for decision-making.
• Support deal-flow operations by tracking opportunities, follow-ups, and relevant information throughout the pipeline.
• Coordinate leadership schedules, office hours, meetings, follow-ups, and other administrative activities.
• Proactively identify upcoming needs and take ownership of follow-ups and coordination without requiring constant direction.
• Research potential opportunities and prepare clear, concise summaries and information for internal review.
• Develop and improve repeatable workflows, checklists, and operational processes to increase efficiency and consistency.
• Use AI-powered tools to summarize information, organize data, draft communications, and streamline recurring tasks.
• Help identify operational bottlenecks and recommend practical improvements that enable the business to scale effectively.
• Handle sensitive business, financial, and investor information with a high degree of discretion and confidentiality.

Requirements:

• Strong organizational skills and a natural ability to structure complex information into clear workflows, checklists, and systems.
• Experience in operations, executive support, administrative coordination, investment operations, or a related field is valuable.
• Highly proactive approach, with the ability to anticipate needs, manage follow-ups, and move projects forward independently.
• Excellent written and verbal communication skills, with the ability to communicate professionally with investors, business partners, and internal stakeholders.
• Strong attention to detail and accuracy when working with CRM records, financial documents, correspondence, and operational data.
• High level of professionalism, discretion, and confidentiality when handling sensitive information.
• Comfortable working with CRM and productivity platforms such as Airtable, HubSpot, or Salesforce.
• Interest in and willingness to use AI tools to summarize information, organize data, and improve communication workflows.
• Strong research and analytical skills, with the ability to gather information and turn it into useful summaries and insights.
• Ability to work autonomously in a remote environment while maintaining accountability for deadlines and deliverables.
• Reliable high-speed internet connection and a dedicated, quiet home workspace suitable for focused work and professional virtual meetings.

Benefits:

• Comprehensive HMO health coverage through a leading provider.
• Group life insurance for additional financial protection.
• Paid leave credits to support rest, recovery, and personal well-being.
• Government-mandated benefits provided in accordance with applicable requirements.
• Performance-based incentives.
• Overtime pay for eligible additional working hours.
• Night differential pay for eligible work performed during late hours.
• 13th month pay.
• Fully remote working arrangement.
• Opportunity to develop operational, organizational, and technology skills while contributing to scalable business processes.