Operations Assistant

Advisors, operations, compliance and technology teams total roughly 560 people. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

Role overview

Charlotte Planning Group is hiring an Operations Assistant to work remotely from the US. This is an office role in Kenosha. Lots of phone, email and spreadsheet work. This role is fully remote within the US. We ship you a laptop and accessories before your first day.

What you'll do

• Support the operations manager with special projects and audits.
• Prepare job packets with drawings, permits and customer information.
• Confirm appointments with customers and send updates on delays.
• Organize onboarding paperwork and safety training for new field staff.
• Process purchase orders and match packing slips to invoices.
• Track open work orders and follow up on overdue jobs.

Qualifications

• 1-2 years of experience in operations, logistics, dispatch or office administration.
• Able to learn scheduling or ERP software quickly.
• High school diploma required; associate or bachelor's degree preferred.
• Strong Excel or Google Sheets skills.

Nice to have

• Knowledge of local permitting processes.
• Construction, HVAC or field service background.
• Purchasing or inventory experience.

Schedule: Monday to Friday, 7:30 AM to 4:30 PM, with a rotating Saturday on-call

Benefits

• Health savings account (HSA) with employer contribution.
• 401(k) with a 100% match up to 5%.
• 11 paid holidays.
• Cell phone reimbursement.
• Medical, dental and vision insurance.
• Referral program.

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Start dates are flexible, usually within a few weeks of an offer.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Charlotte Planning Group.