Operations Associate - Part Time (30 hours per week) at Juna Financial

Location: Remote (US based only)

Hours: Part Time, 30 hours per week, flexible schedule during business hours (8am-6pm EST)

About Juna Financial:

Juna Financial's mission is to empower our team and clients to reach their next level! We are a dynamic and forward-thinking accounting firm dedicated to empowering businesses through cutting-edge finance and accounting services. We specialize in partnering with small and medium-sized enterprises in the technology, biotech, life sciences and professional service industries. Our team is passionate, collaborative, and committed to providing next level accounting solutions.

We believe in providing meaningful career opportunities in a positive, collaborative, and supportive culture. Juna provides ongoing training, support, career growth, and work-life balance.

The Role:

We are seeking a highly motivated, proactive and versatile Operations Associate to work directly with the CEO and Operations Director. In this pivotal role, you will contribute to our business operations across multiple areas including administration, compliance, HR, sales, digital marketing and client services. You will help create workflows and processes to enhance operational efficiency and bring fresh perspectives and ideas.

IMPORTANT: You must be an early adopter of technology and get excited to discover new apps and software

To be successful in this role, you must:

• Be tech savvy
• Thrive working behind the scenes
• Have an entrepreneurial mindset
• Love juggling multiple balls in the air
• Enjoy being a generalist or “Jack of all trades” with administrative, operations, HR, financial and marketing experience
• Familiar with social media marketing and communications
• Strive to “make it better” and “go the last 10%”

You are:

• Excellent at time management, prioritization and multitasking
• Organized and detail oriented
• Flexible, can pivot when priorities change
• Proactive, able to anticipate needs and take initiative
• Efficient working in a 100% remote environment
• Self-directed and able to work with little supervision
• Discrete in handling sensitive and/or confidential information

Key Responsibilities include but are not limited to:

Administrative

• Document management and record retention
• General administrative support to the CEO, including meeting coordination, presentation creation, and team travel coordination
• Develop efficient processes
• Manage CRM database (HubSpot)
• Create and update policy and procedures
• Light bookkeeping or bill/expense processing
• Special projects as needed

Compliance

• State registrations and reporting as required
• Annual report filing
• 401k administrative coordination
• Manage insurance and other compliance documentation

HR

• Employee onboarding/offboarding
• Coordinate employee gifts and celebrations
• Assist with employee engagement

Sales & Client Services

• Create and maintain proposals, engagement letters, price agreements
• Client administrative onboarding (invoicing, ShareFile set up, HubSpot)
• Update and manage various client and sales reporting
• Shepard prospects and client renewals through the sales pipeline

Marketing

• Development of marketing content
• Website updates & blog posting
• Social Media post creation
• Newsletter creation and distribution

Technical Support

• Tech subscription management
• Team “go to” for administrative application issues and troubleshooting
• Liaison to Juna’s IT management company
• Assist with information security management

REQUIRED:

• Associate degree
• 5+ years of work experience
• Excellent verbal and written communication skills
• Tech Savvy - a must!
• Experience Required: MS Office, Excel, ShareFile or other cloud-based document retention system, Asana or other project management software, CRM management
• Experience a Plus: Other administrative software and apps, using software integrations to enhance efficiency, Zapier, Slack, Google Workspace, social media marketing, QuickBooks Online.