Operations Coordinator

A bit about us

Small business owners and physicians make up a large share of the client list. Planning is done in RightCapital and portfolios are managed in Orion.

About the role

This is a new role. The team has doubled in size over the past year. Dallas Wealth Management is a service company with about 30 technicians in the field. You will help schedule jobs and keep customers updated. Reports to the Operations Manager and works with dispatch, purchasing and billing every day. You can work from home anywhere in the US. We have no office requirement.

Day to day

Organize onboarding paperwork and safety training for new field staff. Coordinate permits and inspections with local agencies. Process purchase orders and match packing slips to invoices. Update weekly reports on jobs completed, backlog and callbacks. Prepare job packets with drawings, permits and customer information. Track open work orders and follow up on overdue jobs. Schedule jobs and service appointments in ServiceTitan or a similar system.

Requirements

2-4 years of experience in operations, logistics, dispatch or office administration. High school diploma required; associate or bachelor's degree preferred. Able to learn scheduling or ERP software quickly. Valid driver's license for occasional site or supplier runs. Clear written communication.

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

What you get

Salary: $28.00 to $32.00/hr

Health, dental and vision coverage starting on day one. 401(k) with 4% match. 11 paid holidays. Employee assistance program. Paid sick leave. Short- and long-term disability. Gym membership reimbursement.

Dallas Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

A resume is enough to apply. Cover letters are optional.

Agencies: please do not contact us about this role.

Start: Flexible.

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