Carolina PRG is excited to partner with a growing financial advisory firm seeking a highly polished Senior Operations Analyst to support day-to-day business operations and executive leadership. This role sits at the center of the organization, driving efficiency, managing priorities, and ensuring seamless coordination across client service, internal workflows, and executive initiatives. Key Responsibilities Manage complex scheduling, including coordinating meetings, calendars, and priorities for leadership Act as a central point of contact for incoming communications, organizing and triaging emails and requests Support preparation and editing of client-facing presentations and internal materials Drive follow-up on action items stemming from weekly leadership meetings, ensuring accountability and execution Develop, document, and improve operational processes to increase efficiency and consistency Assist with general office administration and operational support across the firm Coordinate logistics for meetings, events, and client interactions Maintain a high level of professionalism when interacting with clients and stakeholders Qualifications 4+ years of experience in an operations, executive assistant, or office management role Experience supporting senior leadership in a fast-paced, professional environment Strong organizational skills with the ability to manage multiple priorities simultaneously High attention to detail, especially in written communication and presentation formatting Proficiency in Microsoft Office (PowerPoint, Outlook, Excel) Ability to anticipate needs, take initiative, and drive tasks forward independently Polished, professional demeanor with strong communication skills Experience in financial services or a professional services environment preferred
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