Operations Coordinator / Executive Assistant - Fractional CFO Practice

Marcus Advisory is a growing fractional CFO and finance consulting firm supporting founder-led and growth-stage companies. We are looking for an organized, proactive Operations Coordinator to support the firm's day-to-day operations. This role combines executive assistant responsibilities with internal operations and client support. The ideal candidate is highly organized, proactive, and enjoys helping a small business run efficiently behind the scenes.

Responsibilities

Manage and optimize the CFO's calendar across multiple clients Schedule meetings and coordinate follow-ups Track client deliverables and deadlines Prepare agendas and meeting notes Manage invoicing and contractor payments Coordinate vendor relationships and subscriptions Assist with recruiting and onboarding Support proposal creation and formatting Maintain SOPs and internal documentation Required Excellent written and verbal English Strong organizational skills and attention to detail Experience supporting executives, founders, or small businesses Comfortable working across multiple priorities simultaneously Proficiency with Google Workspace and Microsoft Office High level of discretion and professionalism Strong sense of ownership and follow-through

Nice to Have

Experience in consulting, finance, or professional services Familiarity with QuickBooks, Ramp, or Gusto Experience with project management tools such as Asana, ClickUp, Monday, or Notion Experience coordinating remote teams or contractors Hours 10-15 hours per week initially, with opportunity to grow.