Executive & Operations Coordinator

Executive & Operations Coordinator Cherrytree Group Newton, MA Job Details Full-time $65,000 - $70,000 a year 1 hour ago Benefits Health insurance Dental insurance 401(k) Paid time off Life insurance Qualifications Teamwork Data entry Office management Appointment scheduling Time management Full Job Description 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