Executive & Operations Coordinator

Company Overview
Cherrytree Group is a dynamic real estate, solar, and tax credit consulting firm dedicated to providing expert guidance and innovative solutions to our clients. We pride ourselves on fostering a collaborative environment that values professionalism, efficiency, and growth.

Job Overview:

We are seeking a highly organized and detail-oriented Executive & Operations Coordinator to support daily administrative, operational, and client-facing functions. This role requires strong communication skills, discretion, multitasking ability, and the capacity to manage multiple priorities in a fast-paced environment.

The ideal candidate is proactive, professional, tech-savvy, and comfortable handling executive support, operations coordination, document management, and client & investor communications.

Responsibilities

• Save, organize, and maintain documents from client data rooms and internal systems
• Prepare, draft, edit, and distribute documents and correspondence
• Send and manage DocuSign agreements and track completion status
• Process and enter invoices, expenses, and operational data accurately
• Maintain organized digital filing systems and records
• Serve as a point of contact for clients, vendors, and internal teams
• Assist with client & investor onboarding and ongoing client relations
• Coordinate virtual and in-person meetings, including scheduling and logistics
• Support day-to-day office and operational needs
• Help improve administrative and operational processes for efficiency

Qualifications

• 2+ years of administrative, operations, executive assistant, or coordinator experience preferred
• Strong organizational and time-management skills
• Excellent written and verbal communication abilities
• High attention to detail and accuracy
• Ability to manage confidential information professionally
• Proficiency with Microsoft Office, Google Workspace, DocuSign, Zoom, and scheduling tools
• Experience with invoicing, CRM systems, or document management platforms is a plus
• Ability to multitask and prioritize effectively in a fast-paced environment

Preferred Skills

• Familiarity with client-facing communication
• Comfortable working independently and collaboratively
• Strong problem-solving and follow-through skills

Benefits

• Competitive salary
• Paid time off
• Health benefits
• Professional development opportunities
• Flexible work environment

Join us at Cherrytree Group to be part of a vibrant team committed to excellence! This role offers the chance to develop your skills in a supportive environment while making a meaningful impact on our organization’s success.

Pay: $65,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Work Location: In person