Our client is a young financial consultancy based in Canada, specializing in helping small businesses and startups secure government grants and loans. They focus on navigating complex government tenders, helping clients optimize resources, and identifying growth opportunities through strategic financial solutions.
About the Role:
As an Operations Executive, you will be integral to the smooth functioning of daily operations, working closely with the consultant to ensure financial processes are maintained and optimized. This role requires someone with a strong understanding of the financial industry, capable of understanding accounts and financial analysis, conducting research, writing proposals, and working on grants and tenders.
What Youll Be Doing
Experience working in the finance niche is a requirement.
- Oversee and manage the client database in HubSpot, ensuring data is updated and well-organized.
- Take detailed notes during client meetings and ensure proper follow-up on action items.
- Generate and maintain reports on the client pipeline and progress.
- Process and manage invoicing, along with other finance-related administrative tasks.
- Maintain organized databases with client, financial, and resource information.
- Conduct research to identify potential funding resources and provide insights.
- Assist in executing basic marketing activities and strategies.
- Support the preparation of proposals and tenders for potential clients or projects.
- Handle daily operational tasks and ensure smooth workflow across functions.
- 3-5 years of experience in an operations or administrative role, preferably in financial or consulting environments.
- Bachelors degree in Business (MBA is a plus).
- Proficiency in HubSpot CRM, Microsoft 365, Excel, and PowerPoint.
- Strong organization and documentation skills, especially in pipeline management and invoicing.
- Experience in proposal writing, grants, and managing tenders.
- Basic marketing knowledge and understanding of accounting principles.
- Excellent written communication, proofreading skills, and attention to detail.
Remote Status: Fully Remote
Working Hours: 9 am to 6 pm EST
Salary: USD 1800 to USD 2500 per month
Internal Job ID: 0390
