Executive Assistant & Operations Coordinator (Part-Time, Remote)

A small, professional team in the financial services sector is seeking a reliable and organized assistant to support daily operations. This role combines administrative support, light marketing coordination, and CRM management, with the potential to grow into a more client-facing position over time. Key Responsibilities: Schedule and coordinate introductory calls with US-based financial institutions Conduct initial phone screenings after a training period Maintain and manage a customized CRM, including accurate data entry Create financial Model- and offering memorandums in PDF format Assist with targeted outreach and light marketing tasks Support workflow automation using tools such as Zapier or n8n Help implement and manage systems (e.g., Outlook Copilot, Notion, Airtable, Monday.com) Participate in ongoing training in financial services, cash flow modeling, and automation tools (e.g., UiPath) Willingness to learn on part company pay for various Argentic AI Certificates, online learning Requirements: Native-level English and excellent phone communication skills Strong multitasking and organizational abilities Proficiency with Google Suite and CRM platforms Experience with productivity or automation tools (Zapier, Airtable, Notion, etc.) Willingness to learn financial systems and automation tools Based in Israel, with availability during US business hours Must have a US-based working phone number Ideal candidates are proactive, tech-savvy, and comfortable working independently. Hours: Monday–Thursday, 25 hours/week | Evening hours to align with US EST (4:30 pm -11 pm or 5 pm - 11:30 Israel time which is US 9:30- 4 pm EST) . Please send CV to [email protected]