Office & Financial Operations Coordinator
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Confidential
Atascadero, CA (In Person)
$66,560 Salary, Full-Time
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Job Description
Job Overview A growing company in the construction, retail, and service industry is seeking a highly organized and detail-oriented Office & Financial Operations Coordinator to support daily business operations, financial coordination, customer service administration, and office workflow management. This role works closely with ownership, outsourced bookkeeping/accounting partners, payroll providers, and department managers to ensure smooth operational and financial processes across multiple areas of the business.
Core Responsibilities Financial & Administrative Coordination:
- Coordinate with ownership on weekly bill payments and financial priorities
- Ensure receipts, invoices, deposits, and supporting financial documentation are submitted accurately and on time
- Manage and process daily deposits and oversee the back-end processing and reconciliation of retail sales transactions in Evosus, ensuring accurate reporting, deposit tracking, and sales tax tracking
- Work closely with outsourced bookkeeping and payroll providers to ensure accurate and timely information flow
- Monitor incoming mail, email, and financial correspondence and route information appropriately
- Assist with maintaining organized digital and physical records
Service & Operations Support:
- Coordinate with service and repair department manager regarding incoming customer requests
- Assist with scheduling flow, estimates, invoicing, and customer communication
- Help ensure completed service work is billed accurately and promptly
- Support office workflow between retail, construction, and service departments
Systems & Software:
- This role requires someone who is comfortable learning and working within multiple software platforms, including QuickBooks Online, Evosus, and JobTread. QuickBooks Online experience is required. While training and support will be provided, the ideal candidate must be self-motivated, tech-comfortable, and able to learn new systems independently and efficiently.
- Maintain accurate information across multiple integrated software platforms
- Assist in improving office systems, organization, and operational processes
General Office Responsibilities:
- Provide administrative and operational support as needed
- Assist ownership and team members with miscellaneous office-related tasks
- Help maintain an organized, efficient, and professional office environment Qualifications
- Strong organizational and follow-through skills
- High attention to detail and accuracy
- Comfortable learning and using multiple software systems
- Strong written and verbal communication skills
- Ability to prioritize tasks and manage multiple responsibilities
- Experience with bookkeeping, office management, customer service coordination, or operations support preferred
- Experience with QuickBooks Online
- Construction, service, or retail industry experience is a plus
- We are looking for someone who takes ownership, follows through consistently, communicates well, and thrives in a fast-paced environment with multiple moving parts.
Pay:
From $32.00 per hourBenefits:
Employee discount Paid time offExperience:
Quickbooks Online:
3 years (Required)Language:
English (Required)Work Location:
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