Operations and Admin Assistant

Job Summary:
Step into the role of a proactive Operations and Admin Assistant helping us systematize, organize, and automate our daily operations. You’ll take care of documents, email, and bookkeeping support while creating the templates, SOPs, and workflows that save us time. We’re hoping to find a ClickUp power user with a sharp eye for better processes and a deep respect for confidentiality.

Key Responsibilities:

• Organize, rename, convert, and file confidential client documents in a structured folder system
• Set up and keep folder structures for every new client case or assignment
• Sort receipts and expense records and send them to the accountant for company accounting
• Look after the inbox, getting it to inbox zero and keeping it there
• Turn existing documents into reusable templates
• Find repetitive tasks and capture them in clear SOPs
• Broaden our use of ClickUp by building and refining boards, tasks, and workflows
• Spot chances to automate and build or suggest automated workflows
• Handle member inquiries on our online platform, such as invoice and account questions
• Produce FAQs and SOPs for running platform support

Mandatory Skills:

• Advanced working knowledge of ClickUp, including task structures, templates, and workflow setup
• Strong proficiency in Microsoft Office Suite, Outlook, and OneDrive
• Proven experience in document management and file organization
• Experience writing SOPs and process documentation
• Experience with email management and basic bookkeeping support, such as organizing receipts
• Strict discipline with confidential information, including never uploading documents to online tools or third-party platforms without approval
• Consistent, detail-minded, and able to work on your own
• Strong communication skills

Preferred Skills:

• Hands-on experience with automation tools such as n8n, Zapier, or Make
• Experience in a consulting, advisory, or professional services setting
• Customer or member support experience, including email-based support
• Experience building FAQs or knowledge bases
• Skilled at handling several projects at a time
• A strategic mindset and the habit of suggesting process improvements before being asked

Why Join Us:
This is a chance to build the operational backbone of a growing business and see the results of your work up close. You’ll work alongside a supportive, hands-on founder who values initiative and trusts you to work independently. There’s real room to grow as your responsibilities increase.