Project & Operations Assistant (Rosebank) (In-office)

• Support special projects, including helping with operations, marketing, or product initiatives.
• Assist with Financial Reporting and financial reconciliations
• Development and Preparation of KPI Dashboards using company tools (these currently include MixPanel, Retool, and Excel) to support strategic and operational decision making.
• Collaborate with the technical team to extract and integrate data for reporting purposes.
• CRM Setup and Management: Assist with the setup and management of the Ortto CRM system. Execute against business strategy and ensure the CRM system aligns with operational requirements.
• Special Projects: Oversee and coordinate special projects across marketing, operations, and product initiatives. Depending on the project, you may manage timelines and deliverables or provide coordination and support.
• Financial Tasks: Assistance in budgeting, financial forecasting, and potentially handling financial models.
• Research: You may be required to assist the COO and CEO with market related research
•  Other responsibilities include (and are not limited to):
  • Prepare materials for meetings, including presentations, agendas, and follow-up action items.
  • Assist with travel arrangements, expense reporting, and administrative tasks as needed.
  • Organize and coordinate team events, offsites, and strategic sessions.
  • Conduct research and gather relevant data for various projects or presentations.
  • Take meeting minutes and track action items to ensure timely follow-up.
  • Manage communications across departments and help streamline workflows.

• Tertiary education, preferably a BCom degree.
• Proficiency in Excel, including skills with lookup tables and formulas
• Experience with accounting platforms such as Sage or Xero.
• Proficiency in office software and productivity tools, with critical Excel skills.

• Strong desire for continuous growth and learning.
• Self-directed and proactive approach.
• Structured and hard-working work style.
• Ambitious, driven, and eager to grow and learn.
• Excellent organizational and multitasking abilities.
• Strong written and verbal communication skills.
• Ability to maintain a high level of confidentiality and professionalism.
• Detail-oriented with a proactive approach to problem-solving.

While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.