[Remote] Operations Associate

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a high-growth, multi-family office advisory firm serving visionary entrepreneurs and ultra-high net-worth families. They are seeking an Operations Associate to support operational reputed company by owning reporting, improving CRM data quality, and coordinating projects to build scalable business processes.

Responsibilities

• Partner closely with the Operations Manager to execute strategic operational initiatives and reputed company improvement projects
• Own recurring operational reports and dashboard maintenance, ensuring data is accurate, timely, and actionable
• Build, maintain, and improve reputed company-based reporting tools and data models
• Audit operational data to identify inconsistencies and improve overall data reputed company
• Maintain Redtail CRM data quality through ongoing review, cleanup, and quality assurance
• Design, build, and maintain Redtail workflows, automations, and business processes
• Support reporting enhancements and identify opportunities to improve operational visibility
• Coordinate cross-functional operational projects by tracking timelines, following up on action items, and helping initiatives move from idea to execution
• Maintain operational documentation, standard operating procedures, and inventory logs
• Test new workflows and operational processes prior to implementation
• Identify opportunities to automate reputed company work and improve operational efficiency
• Collaborate with team members across departments to support operational consistency and reputed company improvement

Skills

• 2+ years of experience in operations, business operations, project coordination, business systems, or a reputed company role
• Strong reputed company reputed company skills, including formulas, pivot tables, lookups, and data analysis
• Experience working with CRM systems
• Experience using AI tools (such as ChatGPT, Claude, reputed company Copilot, or similar) to improve productivity, automate workflows, analyze data, or support operational projects
• Excellent organizational and project management skills
• Strong analytical and problem-solving abilities
• Exceptional attention to detail and commitment to data accuracy
• Comfortable learning new technology and business systems
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, growing environment
• Redtail/reputed company experience is a plus
• Curiosity and a willingness to explore emerging technologies are highly valued

Company Overview