Business Operations Associate

Trellance Cooperative Holdings, Inc.

. Support business development and prospect activities, including preparing Private Placement Memoranda (PPMs), tracking status and touchpoints, scheduling meetings, and responding to due diligence requests .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and attention to detail while managing executive support tasks, including scheduling, communication, and document preparation. Proficient in utilizing Microsoft Office and emerging technologies to enhance operational efficiency and support business development processes.

Highest-signal resume keywords

Executive Support ExperienceOrganizational SkillsMicrosoft Office ProficiencyWritten And Verbal Communication SkillsBusiness Development Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document PreparationInvoicingContract ManagementSchedulingData TrackingProcess ImprovementOwner Engagement MetricsDue Diligence SupportExpense Report ProcessingCalendar Coordination

Soft Skills

Attention To DetailDiscretionSelf-DirectedDependableGood Judgment

Tools & Technologies

Microsoft OfficeGoogle WorkspaceHubSpotAsanaAI Assistants

Industry Keywords

Financial ServicesBusiness DevelopmentOperationsC-Suite SupportExecutive-Level Communications

About the role

Key responsibilities & impact

Support business development and prospect activities, including preparing Private Placement Memoranda (PPMs), tracking status and touchpoints, scheduling meetings, and responding to due diligence requests
Track owner renewals and provide reporting to support the COO
Process and track invoices across the operations team, including sponsor agreements and event expenses; coordinate approvals and finance handoffs
Maintain organized records, files, and tracking systems
Assist with ad hoc projects and requests
Identify and flag process gaps or opportunities to improve efficiency
Coordinate travel and expense report processing for the COO and executive team
Track and manage contract and agreement renewal dates
Manage calendar coordination and scheduling support at the executive and board level
Draft and send owner 1:1 communications at the direction of executive leaders
Serve as a point of contact for owner inquiries and requests
Monitor general mailboxes, web submissions, and the Circuit phone line
Prepare, format, and proofread documents
Support scheduling and planning for owner engagement touchpoints and meetings
Assist with owner satisfaction and value survey administration
Track owner engagement activities and report engagement metrics
Support board outreach and board preparation and materials

Requirements

What you’ll need

3+ years of experience in an administrative, operations, or executive support role preferred
A bachelor's degree in business or a related field may be considered in place of experience
Exceptional organizational skills and attention to detail
Strong written and verbal communication skills; comfortable drafting professional correspondence
Discretion and good judgment in handling sensitive information and executive-level communications
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Ability to manage multiple priorities simultaneously in a fast-paced, remote environment
Self-directed and dependable
Embraces emerging tools and technology, including AI assistants
Experience supporting C-suite executives or board-level operations is a plus
Familiarity with business development processes and operations (invoicing, renewals) a plus
Experience with Google Workspace, HubSpot (or similar CRM), and Asana a plus
Experience in the financial services industry is a plus

Benefits

Comp & perks

Some travel required for Owner and team meetings
Remote work environment