A small, professional team in the financial services sector is seeking a reliable and organized assistant to support daily operations. This role combines administrative support, light marketing coordination, and CRM management, with the potential to grow into a more client-facing position over time.
Key Responsibilities:
Schedule and coordinate introductory calls with US-based financial institutions
Conduct initial phone screenings after a training period
Maintain and manage a customized CRM, including accurate data entry
Create financial Model- and offering memorandums in PDF format
Assist with targeted outreach and light marketing tasks
Support workflow automation using tools such as Zapier or n8n
Help implement and manage systems (e.g., Outlook Copilot, Notion, Airtable, Monday.com)
Participate in ongoing training in financial services, cash flow modeling, and automation tools (e.g., UiPath)
Willingness to learn on part company pay for various Argentic AI Certificates, online learning
Requirements:
Native-level English and excellent phone communication skills
Strong multitasking and organizational abilities
Proficiency with Google Suite and CRM platforms
Experience with productivity or automation tools (Zapier, Airtable, Notion, etc.)
Willingness to learn financial systems and automation tools
Based in Israel, with availability during US business hours
Must have a US-based working phone number
Ideal candidates are proactive, tech-savvy, and comfortable working independently.
Hours: Monday–Thursday, 25 hours/week | Evening hours to align with US EST (4:30 pm -11 pm or 5 pm - 11:30 Israel time which is US 9:30- 4 pm EST)
Must be able to work undistracted if working from home.
Please send CV to [email protected]
