Job Title: Director of Operations
Location: West Linn, Oregon
Hybrid / Remote\-Friendly
About Us:
True Path Capital Strategies, LLC is a small, growing financial planning firm with a virtual\-first team of four. We deliver personalized wealth management solutions and are looking for a tech\-savvy operations professional to keep our client\-facing team running smoothly.
Role Overview:
The Director of Operations is a hybrid of Executive Assistant and Operations Manager who reports directly to the firm’s owner. This role ensures our client\-facing staff can focus on serving clients by managing operations, scheduling, HR, and virtual systems.
Key Responsibilities:
- Support client\-facing staff by managing calendars, meetings, and virtual collaboration tools.
- Oversee day\-to\-day operations and optimize workflows in a virtual environment.
- Implement and maintain operational processes and document management systems.
- Handle HR functions, including onboarding, time tracking, and policy compliance.
- Assist the owner with correspondence, task prioritization, and internal communications.
- 3\+ years in operations, office management, or executive support.
- Highly proficient with Microsoft Office Suite and virtual collaboration tools.
- Comfortable managing scheduling systems and supporting a client\-facing team.
- Strong organizational, problem\-solving, and time\-management skills.
- Excellent written and verbal communication; able to work independently in a small, fast\-paced team.
- Flexible, collaborative, remote\-friendly environment.
- Opportunity to shape operations in a growing financial planning firm.
- Competitive pay, 401(k), and PTO.
- 401(k)
- Paid time off
- Executive administrative support: 2 years (Required)
- Certified Notary Public (Required)
What We’re Looking For:
Perks:
How to Apply:
Submit your resume and a brief cover letter highlighting your experience supporting client\-facing staff and managing virtual operations.
Job Type: Part\-time
Pay: From $30\.00 per hour
Expected hours: 8 – 15 per week
Benefits:
Experience:
License/Certification:
Work Location: Remote