What are the responsibilities and job description for the Operations Associate position at Career Group?
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 : Assist with various operational tasks, including documentation, scheduling, and coordination with internal teams.
- Track and organize financial records, review and verify documentation, and support reporting processes.
- Help manage ongoing projects by tracking progress, coordinating follow-ups, and ensuring deadlines are met.
- Manage calendars, arrange meetings, and ensure smooth day-to-day scheduling for leadership.
- Coordinate travel arrangements, including transportation and accommodations, and prepare itineraries.
- Maintain office supplies, liaise with building management, and ensure a well-organized workspace.
- Act as a liaison between leadership and internal / external contacts, handling communications as needed.
- Support various tasks as they arise, contributing to the overall efficiency of the team.
- Qualifications : Bachelor’s degree in business administration, finance, accounting, communications, or a related field.
- Strong organizational, time management, and prioritization skills.
- Proactive, results-driven, and adaptable mindset.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office (Word, Outlook, PowerPoint, Excel); familiarity with other business tools is a plus.
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We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.
