Operations & Project Coordinator
Virtual Assistant Team · Greater Idaho Falls · 5 mo ago
Project ManagementFull-time
Key Responsibilities
- Quoting & Sales - Prepare and issue quotes for projects.
- Support sales activities by maintaining client relationships and following up on leads.
- Job Scheduling & Coordination - Schedule jobs and allocate resources effectively.
- Book subcontractors and ensure they receive job purchase orders (POs).
- Track and manage maintenance jobs, ensuring defects and return visits are not overlooked.
- Documentation & Compliance - Send compliance certificates to clients.
- Prepare and share drawings of plans, fascia, gutter, and roof layouts.
- Maintain accurate records of jobs, certificates, and project documentation.
- Supplier & Subcontractor Management - Send orders to suppliers and track deliveries.
- Liaise with subcontractors to confirm job details and timelines.
- Financial Administration - Process payroll using Xero.
- Track employee time via Deputy and transfer data into Xero.
- Prepare and issue invoices to clients.
- Communication & Relationship Building - Handle incoming phone calls and respond to WhatsApp messages.
- Build and maintain strong relationships with clients, suppliers, and subcontractors.