Founder's Office Associate
Business Operations | Strategic Projects | Growth | Executive Coordination
About Dreamiens
Dreamiens Wealth Management is a fast-growing wealth management and financial planning company helping Residents and NRIs achieve their financial goals through investment advisory, insurance planning, and wealth management solutions.
As we continue to expand, we're looking for a highly motivated Founder's Office Associate to work directly with the Founder and play a key role in driving strategic projects, improving operations, and supporting business growth.
Role Overview
This is a high-impact role for someone who enjoys solving problems, managing multiple priorities, and working across different business functions. You'll act as the Founder's right hand, coordinating projects, conducting research, tracking execution, and ensuring business priorities move forward efficiently.
Key Responsibilities
Founder Support
- Work closely with the Founder on strategic initiatives and priority projects.
- Prepare reports, presentations, business documents, and meeting notes.
- Coordinate meetings, follow-ups, and action items.
- Conduct research and prepare insights to support business decisions.
Project & Team Coordination
- Coordinate across Sales, Operations, Marketing, HR, Finance, and Technology.
- Track project timelines and ensure timely execution.
- Follow up with teams to remove bottlenecks and maintain accountability.
Research & Reporting
- Conduct market, industry, and business research.
- Prepare weekly and monthly reports, dashboards, and KPI updates.
- Support management reviews with data-driven insights.
Business Operations
- Document, implement, and monitor internal SOPs.
- Improve workflows and operational efficiency.
- Coordinate implementation of new systems and business processes.
Growth & Expansion
- Support new business initiatives, partnerships, and expansion projects.
- Assist in fundraising preparation, investor documentation, and strategic business initiatives.
Vendor & External Coordination
- Coordinate with agencies, developers, consultants, technology partners, and other external stakeholders to ensure timely execution.
Skills Required
Business Skills
- Project Management
- Business Operations
- Research & Analysis
- Process Improvement
- Stakeholder Coordination
Technical Skills
- Microsoft Excel / Google Sheets
- Microsoft PowerPoint / Google Slides
- AI Tools (ChatGPT, Claude, Gemini, etc.)
- Project Management Tools (Notion, ClickUp, Trello, Asana, etc.)
- CRM Software
- Basic understanding of digital marketing and technology
Soft Skills
- Strong communication skills
- Ownership mindset
- Excellent organizational ability
- Problem-solving attitude
- Attention to detail
- Ability to manage multiple priorities
- Professionalism and confidentiality
Preferred Qualifications
- Bachelor's degree (MBA is an advantage but not mandatory).
- 0–2 years of experience in Business Operations, Project Coordination, Consulting, Marketing, or startup environments.
- Experience in startups, fintech, financial services, or consulting is preferred.
- Strong written and verbal communication skills in English.
Why Join Dreamiens?
- Work directly with the Founder on high-impact business initiatives.
- Gain hands-on exposure to strategy, fundraising, operations, and company expansion.
- Collaborate across multiple business functions and build a broad business skill set.
- Take ownership from day one and accelerate your professional growth.
- Grow into leadership opportunities as the company scales.
Location: HiLITE Business Park, Kozhikode, Kerala
Experience: 0–2 Years
Employment Type: Full-time
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
Ability to commute/relocate:
- Kozhikode, Kerala: Reliably commute or planning to relocate before starting work (Preferred)
Work Location: In person
