Qualifications

• Advanced written and verbal communication skills in English.

• 3–4 years of experience in operations, customer success, executive assistance, or similar roles.

• Proven experience building or optimizing processes.

• Experience implementing or managing CRM platforms.

• Strong organizational and multitasking skills.

• High attention to detail and ability to prioritize effectively.

• Proficiency in Google Workspace / Microsoft Office (especially presentations).

• Proactive, solution-oriented mindset with strong ownership.

Nice to Have

• Experience working with investment firms, startups, or financial services.

• Familiarity with data tracking, reporting, or analytics tools.

• Experience supporting senior leadership or executives.