Rita Ouma

I'm an Operations and Executive Support professional with 8+ years of experience helping executives and fast-moving teams stay organized, on schedule, and in control.

I currently work as an Operations & Client Services Coordinator at a private wealth office, where I own the monthly investment and rebalancing process for 200–250 clients on Netwealth, manage four shared inboxes, lead client onboarding and fund rollovers, and led the migration of 60+ clients onto AutoPay via Xero. Before that, I was Executive Assistant to the CEO at a New York-based startup, supporting a founder across three companies and roughly seven meetings a week — coordinating international travel (including team retreats in California, Dubai, Singapore, and Buenos Aires, plus a 14-person cruise) and managing cross-jurisdiction compliance and AML documentation across 10 target jurisdictions.

Earlier in my career I worked across client relations, retail marketing, digital marketing, and customer support, which gave me a strong foundation in communication and problem-solving before I moved into operations and executive support.

I hold a Bachelor's degree in Econometrics and Quantitative Economics from Kenyatta University and a Diploma in Professional Marketing. I'm comfortable across ClickUp, Google Workspace, Microsoft Office, and Zoho CRM, and I use AI tools like Claude to consolidate financial reporting into clean dashboards. I'm also building out my workflow automation skills (Zapier, Power Automate) to keep strengthening the systems side of my work.

What energizes me most is building the structure that lets a growing team or a busy founder move faster without dropping the ball — whether that's a calendar, a client process, or a reporting system. I'm looking for Operations, Executive Assistant, Project Management, People Management, or Client Service opportunities, ideally remote, where I can work closely with a founder or small team.