Business Operations Associate (Financial Services)

Location: Remote

Company

Circuit is a collaborative network of 80 credit unions and CUSO owners that supports shared research and development, strategic partnerships, and emerging technology to accelerate innovation and industry impact.

What you will do

• Support business development and prospect activities, including preparing Private Placement Memoranda, tracking touchpoints, scheduling meetings, and responding to due diligence requests.
• Track owner renewals, contracts, agreement deadlines, invoices, sponsor agreements, event expenses, approvals, and finance handoffs.
• Coordinate calendars, travel, expense reports, owner engagement touchpoints, meetings, surveys, and engagement metrics.
• Draft owner communications, monitor mailboxes, web submissions, and the Circuit phone line, and route or respond to inquiries.
• Prepare, format, proofread, and organize executive, owner, and board materials.
• Identify process gaps, support ad hoc projects, and improve operational efficiency.

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, including professional correspondence.
• Discretion and good judgment when handling sensitive information and executive-level communications.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Ability to manage multiple priorities in a fast-paced remote environment.
• Self-directed, dependable, proactive, and able to remain calm under pressure.
• Willingness to embrace emerging tools and technology, including AI assistants.
• Some travel is required for owner and team meetings.

Nice to have

• Experience supporting C-suite executives or board-level operations.
• Familiarity with business development processes and operations, including invoicing and renewals.
• Experience with Google Workspace, HubSpot or a similar CRM, and Asana.
• Experience in the financial services industry.

Culture & Benefits

• Remote work environment.
• Work supporting collaboration among credit unions and CUSO owners.
• Core values include collaboration, action, positive impact, curiosity, and trust.
• Broad, changing responsibilities with cross-functional exposure.