Remote Operations & Tech Assistant — White Swan Advisors

TYPE OF EMPLOYMENT:
Full Time

JOB DESCRIPTION

White Swan Advisors is a capital advisory firm specializing in the lower-middle market. We've been part of over $1B in aggregate transaction volume connecting entrepreneurs with investors. We need a sharp, reliable full-time remote assistant. ----------

WHAT YOU'LL DO:
Manage outbound email campaigns (Smartleads, Instantly, EmailBison)
Excel & Google Sheets — VLOOKUPs, formulas, automation
Build and manage Zapier workflows
Monitor email infrastructure (Microsoft Admin/Entra/Exchange — training provided)
Basic GitHub usage and minor Node.js website edits
Canva design edits and Calendly management
Know how to build tools with AI
Investment Banking Knowledge is a ++++

YOU ARE:
Confident and presentable on camera
Self-managed, detail-oriented, reliable
Available full-time (40 hrs/week)
Stable internet connection
Strong english
HARD WORKING

We are really excited about growing our team and bringing on someone who wants to be part of something special. If you are hungry, sharp, and ready to hit the ground running — we are looking forward to meeting you. Let's build something great together.