PE - Client Outreach & Operations Assistant (Sales + Admin)

We're currently hiring for a client in the financial services space who needs a driven, people-first professional to support their growing operations.

This is a hybrid Sales + Operations role for someone who loves connecting with people, stays organized, and thrives in a fast-moving environment. You'll split your time between outbound outreach and relationship-building (approx. 60%) and keeping internal operations running smoothly (approx. 40%).

You don't need a finance degree or a background in banking — but you should be comfortable in environments where accuracy, follow-through, and professional communication matter. We're looking for someone who has ideally supported financial operations or transaction-based workflows in a remote or BPO setting: think accounts support, billing operations, client account management, or back-office financial processes. What matters most is that you're a confident communicator, CRM-savvy, and motivated to help a busy professional stay f...