Operations Associate

Unity Advisory
London
Workplace: HybridFull timeFunction: Business OperationsSkills: ["Organizational skills","Attention to detail","Communication","Discretion","Stakeholder management","Scheduling","Process improvement","Adaptability","Confidentiality"]

Coordinate day-to-day operations and partner recruitment for a CFO advisory firm. You’ll manage office support (enquiries, supplies), provide backup executive assistant coverage, and handle admin across KYC, documentation via DocuSign/Wordsmith, invoicing and expenses in Dynamics 365, and CRM hygiene in HubSpot. You’ll also support partner interview scheduling, onboarding logistics, and system/procurement admin while improving workflows and stakeholder follow-up.

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FursaFursa
Unity Advisory
Unity Advisory
4 days ago

Operations Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Coordinate day-to-day operations and partner recruitment for a CFO advisory firm. You’ll manage office support (enquiries, supplies), provide backup executive assistant coverage, and handle admin across KYC, documentation via DocuSign/Wordsmith, invoicing and expenses in Dynamics 365, and CRM hygiene in HubSpot. You’ll also support partner interview scheduling, onboarding logistics, and system/procurement admin while improving workflows and stakeholder follow-up.
Location: London
Workplace: Hybrid
Employment Type: Full time
Job Function: Business Operations
Seniority: Entry level

Key Responsibilities

  • •Provide office management support including supplies, ordering, general coordination, and handling enquiries.
  • •Cover ad hoc executive assistant needs such as scheduling, travel bookings, and administrative support.
  • •Support KYC administration and related process tasks.
  • •Issue and file confidential documentation via DocuSign and use Wordsmith to generate and send NDAs.
  • •Coordinate partner recruitment end-to-end: maintain pipelines in Ashby, schedule interviews, manage diaries, prepare interview packs, and support onboarding logistics.

Key Requirements

  • •Highly organised with strong attention to detail and comfort managing multiple priorities.
  • •Confident communicator with discretion when handling confidential information.
  • •Strong scheduling and stakeholder-management skills.
  • •Systems confident with ATS and tools such as Dynamics 365, Payhawk, DocuSign, and HubSpot.
  • •Curious and eager to adopt new technologies and ways of working, including AI tools (e.g., Claude) to support workflows.
Skills:Organizational skillsAttention to detailCommunicationDiscretionStakeholder managementSchedulingProcess improvementAdaptabilityConfidentiality
Tech Stack:Dynamics 365DocuSignWordsmithHubSpotAshbyATSPayhawkClaudeAI

Company Brief

Unity Advisory
Provides strategic advisory services including corporate finance, M&A advisory, restructuring, and growth strategy to mid-market companies and private equity clients, delivering transaction support, due diligence, and strategic planning.
Industry: Management Consulting
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