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Operations Associate

3 weeks ago

Boston, Massachusetts, United States CFOx Full time

Firm Overview

CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services for the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms, business owners, C-Suites, and strategic partners nationwide.

Position Overview

CFOx is seeking an Operations Associate to join its team. This is an on-site, full-time position located at our Boston office. This is a unique career opportunity to join a rapidly growing firm and have a direct impact on the firm's direction, culture and operations.

As an Operations Associate, you will play a critical role in supporting the firm's day-to-day operations and strategic initiatives. This position requires a proactive, detail-oriented professional who is eager to contribute to multiple facets of the business. You will collaborate closely with executives and team members to ensure operational efficiency and deliver exceptional service to clients.

Role Responsibilities

  • Provide comprehensive day-to-day administrative support to the Boston team and company executives
  • Prepare and send correspondence and mailings, maintaining professional communication internally and externally
  • Manage schedules and executive calendars to optimize time management and productivity
  • Assist with client engagement setup, time tracking, and project monitoring
  • Organize and plan company events and meetings
  • Assist with human resources tasks, including recruiting and employee onboarding
  • Actively participate in the firm's marketing efforts to enhance brand visibility and outreach
  • Remit customer invoices and manage vendor bills and relationships
  • Handle other ad-hoc requests as determined by company executives, demonstrating flexibility and problem-solving skills

Qualifications

  • Bachelor's degree in Business Administration, Operations Management or a related field preferred
  • 1-3 years of experience in operations, administrative support, or a similar role is preferred
  • Proficiency in Microsoft Office Suite

Compensation

  • Pay is salaried and will be commensurate with experience