Are you a sharp, reliable professional with a background in business operations? Do you thrive in entrepreneurial environments? I'm a seasoned leader in the financial services and risk management space, and I'm looking for a highly capable “right hand” to help me organize, scale, and grow the business.
This is a remote, part-time position (approximately 20 hours/week to start) with the potential to evolve into a much larger role over time for the right person.
What You’ll Be Doing
This is far more than an admin role. You'll be involved in the inner workings of the business—strategically and operationally. Expect to wear multiple hats and play a key role in shaping how we grow.
Manage and optimize day-to-day operations and ongoing projects
Streamline internal processes and ensure client tasks run smoothly
Create polished presentations, reports, and documents (Excel, PowerPoint)
Support marketing and outreach initiatives, including social media
Maintain schedules, email communications, and follow-ups with precision
What I’m Looking For
Experience in financial services, insurance, or business operations
Proficiency with Excel, PowerPoint, and general tech-savviness
Highly organized, trustworthy, and meticulous with details
Strong communicator with excellent time management skills
Self-starter with an entrepreneurial mindset—someone who anticipates needs, not just responds to them
Bonus: Experience with digital marketing or social media
To Apply
Please send your resume and a short cover letter explaining why you’re the right fit for this role. I’m looking forward to finding the right person to grow with me.
Principals only. Recruiters, please don't contact this job poster.