Executive Assistant / Operations Manager

Strategies & T.E.A.

About Strategies & T.E.A.

Strategies & T.E.A. is a financial education and advisory company founded by CPA Aitza Negrón. We help high-earning professionals and service-based entrepreneurs build strong financial foundations so they can move from stress and overwhelm to structure, profit, and freedom.

Our work includes:

• Personal finance coaching programs
• Business financial strategy and bookkeeping services
• Cash flow systems and accounting assessments
• Financial wellness workshops and speaking engagements

We operate with clarity, excellence, and proactive communication. We are growing and looking for a self-starting Executive Assistant / Operations Manager who can truly function as a right hand.

Position Overview

This is not a basic VA role.

We are looking for a highly organized, proactive, detail-oriented Executive Assistant / Operations Manager who can manage communication, coordinate team workflows, and keep the business moving forward without constant oversight.

You should be someone who:

• Anticipates needs before they are voiced
• Solves small problems independently
• Communicates clearly and professionally
• Understands how to move projects forward
• Thrives in a fast-moving entrepreneurial environment

Bonus: If you have video editing skills to support TikTok and Instagram Reels creation, that is a major plus.

Key ResponsibilitiesExecutive Support

• Manage and organize calendar (schedule calls, block review time, prevent overbooking)
• Send proposals after calls using Say Anchor
• Manage inbox and flag urgent items
• Send outreach emails to leads and follow up appropriately
• Assist with client communication as needed

Operations & Project Management

• Set up and manage ClickUp (projects, tasks, statuses, workflows)
• Check in with team members midweek and end of week
• Track status of client deliverables
• Provide summary updates before team meetings
• Help prepare agendas for Monday meetings
• Identify bottlenecks and recommend solutions

Systems & Tools

• Work inside GoHighLevel (CRM support preferred)
• Manage Google Workspace (Docs, Drive, Sheets, Calendar)
• Support light QuickBooks-related coordination (preferred but not required)
• Help maintain operational organization across platforms

Marketing Support (Bonus)

• Edit short-form videos for TikTok and Instagram Reels
• Repurpose content into social posts
• Assist with light content coordination

Required Qualifications

• Fluent in written and spoken English (required)
• Ability to work Eastern Time business hours
• Strong organizational and time management skills
• Experience with ClickUp (including setup and workflow design)
• Experience managing executive calendars
• Comfortable sending professional outreach emails
• Strong written communication skills
• Proactive problem solver — not waiting for instructions
• Experience with GoHighLevel

Preferred (But Not Required)

• Familiarity with Say Anchor
• Basic QuickBooks knowledge
• Video editing experience (CapCut, Final Cut, Adobe, etc.)
• Spanish fluency (bonus but not required)

Who This Is NOT For

• Someone who needs constant direction
• Someone who waits to be told what to do
• Someone uncomfortable making small decisions
• Someone who prefers repetitive task work only

What Success Looks Like in This Role

• The founder’s calendar is clean and strategic
• Proposals are sent promptly after calls
• The team knows exactly what they are working on
• ClickUp is organized and up to date
• Leads are followed up with consistently
• Bottlenecks are identified early

This role will grow as the company grows. We are looking for someone who wants to build long-term with a mission-driven business.

Job Type: Full-time

Work Location: In person