Job Description

Our client, a mission-driven investment firm, is seeking an Operations Assistant to support their growing Finance and Accounting teams. With a strong emphasis on collaboration, transparency, and innovation, the firm is dedicated to making a measurable impact in key sectors such as energy, transportation, and agriculture. The team consists of experienced professionals who work closely with leadership and stakeholders to drive value and long-term growth. The firm operates across multiple locations and fosters an inclusive, entrepreneurial culture where diverse perspectives are valued. This hybrid role requires in-person attendance at the Costa Mesa office four days per week, with the option to work remotely one day per week. The position reports directly to a senior member of the finance team.

Role Overview:

The ideal candidate is highly organized, detail-oriented, and capable of managing multiple tasks in a fast-paced environment. They should have strong written and verbal communication skills, exercise sound judgment, and be comfortable working both independently and collaboratively. A willingness to learn and develop skills in finance and operations is essential.

Key Responsibilities:

1. Assist with various operational tasks, including documentation, scheduling, and coordination with internal teams.
2. Track and organize financial records, review and verify documentation, and support reporting processes.
3. Help manage ongoing projects by tracking progress, coordinating follow-ups, and ensuring deadlines are met.
4. Manage calendars, arrange meetings, and ensure smooth day-to-day scheduling for leadership.
5. Coordinate travel arrangements, including transportation and accommodations, and prepare itineraries.
6. Maintain office supplies, liaise with building management, and ensure a well-organized workspace.
7. Act as a liaison between leadership and internal/external contacts, handling communications as needed.
8. Support various tasks as they arise, contributing to the overall efficiency of the team.

Qualifications:

1. Bachelor’s degree in business administration, finance, accounting, communications, or a related field.
2. Strong organizational, time management, and prioritization skills.
3. Proactive, results-driven, and adaptable mindset.
4. Excellent written and verbal communication skills.
5. Proficiency in Microsoft Office (Word, Outlook, PowerPoint, Excel); familiarity with other business tools is a plus.

You can use to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

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