PBO Advisory Group
Position Summary
The Operations Assistant at PBO Advisory Group is a central entry-level administrative support figure contributing to the smooth and efficient administrative operations of the office and supporting the internal team. This role provides administrative support through coordination and assistance with office functions, sales and client engagement administrative functions, HR support, and special projects. It helps plan company events, manage facilities, office space, equipment setups, and various projects. Responsibilities include managing office inventory, ordering supplies, and processing mail. Daily problems are handled and escalated to the Operations Manager for solutions as needed. Areas of Accountability
Administrative Support (60%) Office Management Support (15%) CRM & Data Entry Management (20%) Event Coordination (5%) Key Responsibilities
Administrative Support Provide direct support to the leadership team, including scheduling, travel booking, and correspondence. Maintain and update filing systems, contact databases, and employee directories. Handle incoming mail and packages, notifying staff of deliveries. Assist with onboarding and offboarding processes, including system updates and scheduling kickoff calls. Administrative support throughout the client engagement lifecycle, including updating systems and administrative processes for onboarding/offboarding clients. Provide HR administrative support, including the candidate process, onboarding/offboarding new employees, and employee hours review. Provide administrative support to sales and marketing functions, as needed. Support special projects as requested by the leadership team. Collaborate cross-functionally with departments such as HR, BD, and Finance for overlapping administrative functions. Office Management Support Maintain appearance and functionality of common areas and office equipment. Manage office supply inventory and vendor relationships. Coordinate space planning, workstation changes, and infrastructure needs. Act as liaison with property management for facility-related matters. Oversee asset tracking using asset software. Troubleshoot and support office equipment issues (e.g., standing desks). CRM & Data Entry Management Provide general administrative support to assist with CRM management and data accuracy. Perform company database or system administration tasks, including data input, reporting, user support, and upgrades. Assist with basic automations and workflows within the CRM. Maintain contact lists, including scanning and coding business cards into the CRM using a standardized classification system. Support lead tracking and referral documentation processes. Flag leadership team to administrative issues within the CRM. Provide CRM reports to the leadership team as needed. Event Coordination Organize internal and client-facing events, managing logistics, required forms, food planning, vendor coordination, and post-event follow-up. Serve as the central point of contact to communicate with internal and external stakeholders regarding events. Skills Strong technology skills with proficiency in Microsoft Office Suite, especially Excel and PowerPoint. Familiarity with CRM systems and office equipment. Strong organizational and multitasking abilities. Effective time management skills. Ability to work effectively in a remote team environment. Excellent communication, customer service, and interpersonal skills at all levels of the organization. High attention to detail with the ability to think critically and maintain accuracy and appropriate pace. Problem-solving aptitude and resourcefulness. Requirements 2-4 years of experience in an administrative role. High school diploma or equivalent required; additional administrative certifications are a plus. Seniority level
Entry level Employment type
Other Job function
Management and Manufacturing Industries
Business Consulting and Services
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The Operations Assistant at PBO Advisory Group is a central entry-level administrative support figure contributing to the smooth and efficient administrative operations of the office and supporting the internal team. This role provides administrative support through coordination and assistance with office functions, sales and client engagement administrative functions, HR support, and special projects. It helps plan company events, manage facilities, office space, equipment setups, and various projects. Responsibilities include managing office inventory, ordering supplies, and processing mail. Daily problems are handled and escalated to the Operations Manager for solutions as needed. Areas of Accountability
Administrative Support (60%) Office Management Support (15%) CRM & Data Entry Management (20%) Event Coordination (5%) Key Responsibilities
Administrative Support Provide direct support to the leadership team, including scheduling, travel booking, and correspondence. Maintain and update filing systems, contact databases, and employee directories. Handle incoming mail and packages, notifying staff of deliveries. Assist with onboarding and offboarding processes, including system updates and scheduling kickoff calls. Administrative support throughout the client engagement lifecycle, including updating systems and administrative processes for onboarding/offboarding clients. Provide HR administrative support, including the candidate process, onboarding/offboarding new employees, and employee hours review. Provide administrative support to sales and marketing functions, as needed. Support special projects as requested by the leadership team. Collaborate cross-functionally with departments such as HR, BD, and Finance for overlapping administrative functions. Office Management Support Maintain appearance and functionality of common areas and office equipment. Manage office supply inventory and vendor relationships. Coordinate space planning, workstation changes, and infrastructure needs. Act as liaison with property management for facility-related matters. Oversee asset tracking using asset software. Troubleshoot and support office equipment issues (e.g., standing desks). CRM & Data Entry Management Provide general administrative support to assist with CRM management and data accuracy. Perform company database or system administration tasks, including data input, reporting, user support, and upgrades. Assist with basic automations and workflows within the CRM. Maintain contact lists, including scanning and coding business cards into the CRM using a standardized classification system. Support lead tracking and referral documentation processes. Flag leadership team to administrative issues within the CRM. Provide CRM reports to the leadership team as needed. Event Coordination Organize internal and client-facing events, managing logistics, required forms, food planning, vendor coordination, and post-event follow-up. Serve as the central point of contact to communicate with internal and external stakeholders regarding events. Skills Strong technology skills with proficiency in Microsoft Office Suite, especially Excel and PowerPoint. Familiarity with CRM systems and office equipment. Strong organizational and multitasking abilities. Effective time management skills. Ability to work effectively in a remote team environment. Excellent communication, customer service, and interpersonal skills at all levels of the organization. High attention to detail with the ability to think critically and maintain accuracy and appropriate pace. Problem-solving aptitude and resourcefulness. Requirements 2-4 years of experience in an administrative role. High school diploma or equivalent required; additional administrative certifications are a plus. Seniority level
Entry level Employment type
Other Job function
Management and Manufacturing Industries
Business Consulting and Services
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