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 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'll help build workflows and processes that enhance operational efficiency and bring fresh, strategic ideas to the table.

If you thrive in a fast-paced, collaborative environment and love making operations run smoothly, you’ll feel right at home here.

What Success Looks Like:

To thrive in this role, you MUST:

• Run on technology - love learning, using, and adopting new technologies
• Enjoy working behind the scenes and making things happen
• Have an entrepreneurial spirit and a “get-it-done” attitude
• Balance multiple tasks with ease and grace
• Enjoy digital marketing and social media content
• Communicate exceptionally — both verbally and in writing
• Deliver outstanding internal and external client service
• Manage projects with precision and follow-through
• Always strive to "make it better" and "go the last 10%"

You Are:

• Masterful at time management, organization, and prioritization
• Exceptionally detail-oriented and thorough
• Flexible, adaptable, and able to pivot quickly as priorities shift
• Proactive, with a strong ability to anticipate needs
• Highly efficient in a fully remote work environment
• Self-directed, yet collaborative when needed
• Discreet and professional when handling confidential information

Key Responsibilities:

Sales & Client Services

• Guide prospects through the sales pipeline (intake questionnaire, qualification, discovery call scheduling)
• Create and maintain proposals, engagement letters, pricing agreements, and invoices
• Support client onboarding, including document and file management
• Maintain accurate client and sales reporting

Administrative

• Manage document storage, record retention, and version control
• Support the CEO with inbox management and calendar coordination
• Develop and optimize business processes and workflows
• Manage CRM (HubSpot) and keep data and workflows updated
• Coordinate internal meetings and create presentations
• Book travel and assist with company events
• Draft, maintain, and update company policies and procedures
• Special projects as needed

Compliance

• Manage state registrations and regulatory filings
• Coordinate 401(k) administration tasks
• Oversee insurance compliance and other required documentation

HR

• Support employee onboarding and offboarding processes
• Organize employee gifts, celebrations, and engagement activities
• Assist with various HR administrative tasks

Marketing

• Assist with marketing campaigns and initiatives
• Create content and imagery for social media and blog posts
• Update website pages and assist with blog management
• Design and distribute newsletters

Technology Support

• Manage technology subscriptions and renewals
• Serve as the "go-to" person for administrative technology support
• Act as liaison with Juna’s IT management company
• Support information security and compliance initiatives

Required:

• Associate’s degree
• 5+ years of relevant professional experience
• Strong verbal and written communication skills
• Highly Tech Savvy: quick to find, learn and adopt new tools
• Expertise in Google Workspace, Asana, Slack, MS Office, and other tools to support marketing & operations (PowerPoint, HubSpot, Canva, etc.)

Commitment to Diversity:

At Juna, we are deeply committed to building a diverse and inclusive team. We encourage applications from all qualified individuals — regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

E-Verify Participation

As part of the I9 verification of authorization to work in the US, Juna participates in E-Verify