Business Operations Associate

🕒 October 22

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

⚙️ Business Operations

👻 Ghost score 12%

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Trellance Cooperative Holdings, Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1989

💼 Consulting

🏦 Banking

☁️ SaaS

Consulting • Banking • SaaS

Trellance Cooperative Holdings, Inc. is a cooperative of technology companies that provides enterprise-grade analytics, cloud, security, staffing, and industry collaboration solutions purpose-built for credit unions. The company offers analytics and AI, cloud/disaster-recovery and security services, staffing and talent solutions, and a credit-union data exchange to help credit unions modernize, grow, and deliver improved member experiences.

📋 Description

• 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

• 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

• Some travel required for Owner and team meetings • Remote work environment

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