The Phoenix Group ยท 1 month ago
Senior Executive Operations Assistant
The Phoenix Group is seeking a Senior Executive Operations Assistant to work directly with the Managing Partner to help turn ideas into outcomes. This hands-on operational role focuses on improving internal processes and supporting firm growth by driving operational efficiency and implementing strategic initiatives.
Responsibilities
Translate firm priorities and leadership vision into action plans and next steps
Manage project execution, timelines, deliverables, and follow-through
Improve internal workflows, create SOPs, and support firm-wide operational efficiency
Assist with implementation of tools, systems, and new processes
Support rollout of growth initiatives, service enhancements, and operational changes
Maintain communication across teams to keep tasks moving and aligned
Identify bottlenecks and propose solutions to improve productivity and scale
Qualification
Required
5+ years experience in executive support, operations, or process execution
Background in wealth management, financial services, legal, accounting, or similar
Proven ability to drive tasks to completion and manage multiple priorities
Strong communicator, organized, process-minded, and proactive
Benefits
Bonus opportunity based on performance