NDA, Private Equity

hace 1 semana

Colombia Argentina Mexico SD Solutions A tiempo completo

On behalf of NDA, Private Equity, SD Solutions is looking for a talented Operations Admin & Business Systems Specialist.

SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.

This is not just an administrative role — this is a ground-floor opportunity with a rapidly growing firm. You'll be our first operational hire, responsible for building and managing all business systems, automation, and back-office operations from the ground up. As we grow, you'll grow with us, transitioning into a management role where you'll train and lead future team members.

You're perfect for this role if you:

  • Get energized by building systems and processes from scratch
  • Love leveraging AI and automation to eliminate manual work
  • Want ownership and growth potential rather than just a job
  • Thrive in a client-facing environment where professionalism matters
  • See yourself as a future operations leader, not just an employee
What You'll Build & Manage
CRM & Client Systems (Primary Focus)
  • Build and scale our Go High Level CRM from the ground up
  • Design automated workflows for client onboarding, communication, and service delivery
  • Create dashboards and reporting systems for client relationship tracking
  • Implement systems that allow our principals to focus on revenue generation
Business Automation & AI Integration
  • Identify opportunities to automate repetitive tasks across all business functions
  • Leverage AI tools (ChatGPT, Claude, automation platforms) to increase efficiency
  • Build templates, workflows, and processes that scale as we grow
  • Stay current on emerging tools and technologies that can benefit the firm
Back-Office Operations
  • Manage all administrative functions including scheduling, correspondence, and documentation
  • Coordinate with external service providers (CPAs, attorneys, compliance partners)
  • Handle client communications with professionalism and attention to detail
  • Maintain organized digital filing systems and document management
Client Experience & Communication
  • Participate in client-facing Zoom calls with poise and professionalism
  • Support client onboarding and ongoing relationship management
  • Ensure every client interaction reflects Hampton Hillcrest's premium positioning
  • Act as the operational liaison between clients and our principals

Requirements:

  • 1-2 years of professional experience in operations, administration, or business systems
  • Must - Go High Level CRM expertise - Hubspot (or demonstrated ability to master it quickly)
  • Proven automation skills using tools like Zapier, Make, or similar platforms
  • AI-fluent – comfortable using ChatGPT, Claude, and other AI tools daily
  • Exceptional communication skills – both written and verbal
  • Tech-savvy with ability to learn new platforms quickly
  • Detail-oriented with strong organizational skills
  • Working hours - 9 am - 5 pm CST.

About the company:

NDA, Private Equity is a boutique private equity firm and virtual family office serving high-net-worth families and business owners with investable assets ranging from $1 million to $500 million+. The firm's mission is focused on preserving wealth and protecting long-term legacies.

The firm delivers sophisticated family office services, including strategic tax planning, comprehensive wealth management, estate planning, private equity advisory, and strategic CFO support.

By applying for this position, you agree to the terms outlined in our Privacy Policy. Please take a moment to review our Privacy Policy https://sd-, and make sure you understand its contents. If you have any questions or concerns regarding our Privacy Policy, please feel free to contact us.

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