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Cooperidge Consulting Firm

Executive Assistant / Operations Manager

santa fe, NM

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Job description

Executive Assistant / Operations ManagerCooperidge Consulting Firm is seeking an Executive Assistant / Operations Manager for our fast-growing Capital Advisory Program. This role supports day-to-day operations across client management, recruiting workflows, communications, and scheduling. The position is central to maintaining operational efficiency, responsiveness, and a high-quality client experience in a fast-paced, remote environment.Job ResponsibilitiesManage and coordinate calendars across multiple prioritiesSchedule, confirm, and adjust meetings in real timeEnsure all calls and meetings are properly prepared and executedManage Gmail and/or Outlook inbox, including drafting and organizing communicationsMaintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stagesCoordinate client onboarding, documentation, confirmations, and follow-upsManage candidate pipeline within ATS (Workable), including organizing and tracking applicantsSupport social media scheduling, posting, and engagement across LinkedIn and InstagramAssist with personal scheduling, appointments, and administrative logisticsCoordinate with internal and external partners to support daily operationsUtilize tools such as Jotform for intake, documentation, and workflow trackingProvide daily updates on priorities, pipeline status, and key operational itemsProactively identify and resolve operational issues

Worksite address

santa fe, NM, 87506, US

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