Operations Coordinator

A bit about us

Our lending business funds equipment, vehicles and working capital for small and mid-sized companies across Canada. Coastal Wealth Management manages assets for more than 200,000 clients through 120 offices. Dress is business casual, and suits come out for client meetings.

About the role

Coastal Wealth Management is hiring an Operations Coordinator to work remotely from India. Reports to the Operations Manager and works with dispatch, purchasing and billing every day. This is a long-term contractor role, paid monthly in USD. You will need at least 4 hours of overlap with US Eastern time.

Your responsibilities

Answer calls from customers, technicians and vendors. Schedule jobs and service appointments in ServiceTitan or a similar system. Track open work orders and follow up on overdue jobs. Confirm appointments with customers and send updates on delays. Coordinate permits and inspections with local agencies.

Skills and experience

2-4 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. Calm when the schedule changes several times a day. Able to learn scheduling or ERP software quickly.

Preferred qualifications

Purchasing or inventory experience. Smartsheet or monday.

Schedule: Monday to Friday, 8:00 AM to 5:00 PM

Why work with us

Paid time off. Monthly internet allowance. Annual rate review. Long-term engagement.

Candidates must be eligible to work in India.

Please submit your CV in English.

Duration: 3 months. Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Coastal Wealth Management Ltd..