Operations Assistant

Wilson Wealth Partners is a fee-only advisory practice with two advisors, a paraplanner and an office manager. The Operations Assistant keeps work orders, schedules and paperwork moving between the office, field crews and customers. Good fit for someone with a couple of years in an admin, logistics or customer service role. This is a hybrid role. Most of the team is in the Baltimore office Tuesday to Thursday.

• Maintain vehicle, equipment and certification records
• Organize onboarding paperwork and safety training for new field staff
• Track open work orders and follow up on overdue jobs

Requirements:

• 1+ years of experience in operations, logistics, dispatch or office administration
• Comfortable on the phone with customers and vendors
• High school diploma required; associate or bachelor's degree preferred
• Strong Excel or Google Sheets skills

Schedule: Monday to Friday, 7:00 AM to 3:30 PM.

Salary range: $48,000 - $55,000 a year

We offer medical, dental and vision insurance, 401(k) with company match and three weeks of PTO to start.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Wilson Wealth Partners LLC.