Do you thrive wearing multiple hats so that every day is a little different? Are you most fulfilled by knowing you played a role in the satisfaction of existing and potential clients, the senior leadership team, and your peers? Do you get excited when you have a sense of ownership over the wide variety of responsibilities on your plate, and an ability to continuously identify and implement improvements that help everyone? And do you want to make a difference in the continued successful growth of a purpose-driven organization with well above industry average job satisfaction, a caring team, and very happy clients?

If so, you might be a great fit with us as Operations Specialist. This is a brand new role, so you'd get to shape it. As right hand to a Founder/Managing Director and to the Director/Head of the Investment Bank division, you would handle everything from coordinating travel and meetings to finding ways to increase operational efficiencies in the organization to enabling seamless sales operations and more. Your contributions would be highly valued, as they would enable us to continue making the greatest difference for our clients and each other.

We provide growth planning, exit planning, investment banking, and wealth management services – all built exclusively for entrepreneurs. We have fun and build long-standing relationships with our clients, often working together for years before and/or after a transaction.

What you can expect from us:

• An opportunity to make an impact and a highly valued contribution to a thriving organization that positively changes the lives of entrepreneurs, and in turn, their communities.
• Ability to work with a team of smart and caring professionals who live and breathe our core values of Hustle, Humility, and Relationships (https://classvipartners.recruitee.com/our-values), who exhibit genuine care, availability, responsiveness, and investment in the success of our clients and each other.
• Casual environment. We are not the suit and tie finance types. We are innovative, creative, and make this a fun workplace that our team loves.
• Competitive compensation plan with comprehensive benefits.
• Ability to help shape this brand new role.
• Company trips when we meet our business goals.

What we’ll expect from you and what you'll be doing:

• Contributing to our company's growth by entering prospect data into our CRM (Salesforce), setting them up for appropriate marketing campaigns, and sharing campaign results/reports.
• Maintaining our excellent reputation for responsiveness and caring by joining calls with prospective clients, taking notes on the discussions and action items, and preparing follow-up emails.
• Increasing our operational efficiency by participating in Salesforce improvement implementations and creating other software efficiencies.
• Providing a phenomenal client experience by arranging meetings when multiple parties are required, supporting events/meetings hosted by Class VI at the office – invitations, food, drinks, logistics, etc.
• Helping us to focus on providing the best possible service to our clients by booking/planning our travel, managing our calenders, providing reminders for upcoming events, etc.
• Other responsibilities as required for support.

• Three (3) to five (5) years of related experience in supporting executives in an administrative role
• Proficiency in the full Microsoft Office suite and ability to learn new software very quickly and independently (experience in Salesforce a plus)
• Authorization to work anywhere in the US
• Local candidates only (this is primarily an in-office position)
• High school diploma or equivalent required. Some college preferred (but not required).
• Reliability (in availability, work quality, and meeting deadlines without reminders), and a self-starter with a need for very little direction (yet able to ask good clarifying questions to confirm understanding of assignments), with an ability to anticipate needs
• Extreme attention to detail and organization, excellent written communication skills, strength in managing expectations and risks, follow up, proactive communication, and managing multiple competing priorities in a fast-paced environment
• Resourcefulness and an ability to learn quickly on your own through research (including technology, industries, and roles), with a holistic love of lifelong learning

Salary of $60-80K, plus benefits package including health and dental insurance (some employee contributions may apply), 401(k) with employer 3% safe harbor match, and a flexible vacation policy.

We are an equal opportunity employer and we value diversity at our company. We do not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state or local laws.