Senior Operations Coordinator

Small business owners and physicians make up a large share of the client list. Bear Creek Wealth Management is a fee-only advisory practice with two advisors, a paraplanner and an office manager. Licensing exams (SIE, Series 7, Series 66) are paid for, with study time during work hours.

Overview

We are adding a Senior Operations Coordinator to our operations team. This is an office role in Pretoria. Lots of phone, email and spreadsheet work. This is a long-term contractor role, paid monthly in USD. You will need at least 4 hours of overlap with US Central time. A quiet workspace and good internet are required.

In this role you will

• Schedule jobs and service appointments in ServiceTitan or a similar system.
• Organise onboarding paperwork and safety training for new field staff.
• Enter completed work and technician time for billing.
• Confirm appointments with customers and send updates on delays.

Qualifications

• 5-7 years of experience in operations, logistics, dispatch or office administration.
• Strong Excel or Google Sheets skills.
• Organised and detail oriented.
• Valid driver's licence for occasional site or supplier runs.
• Clear written communication.
• Able to learn scheduling or ERP software quickly.

Why work with us

• Monthly internet allowance.
• Flexible hours.
• Annual rate review.

Please include your notice period and salary expectations.

Duration: 9 months. Start: Immediately.

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