Operations Work Coordinator managing daily work plans for crews at Xcel Energy, focusing on safety and efficiency while ensuring customer satisfaction and regulatory compliance.
About the role
- Operations Administrator managing administrative support for financial products and client interactions at Journey Capital. Collaborating with teams to ensure accuracy and compliance in data entry and customer service.
Responsibilities
- Create and send contracts to clients in a timely manner.
- Create client accounts for our financial products in our systems.
- Handle customer service calls and cases, respond to client inquiries, and coordinate with other departments as needed to resolve issues.
- Enter clients’ daily sales into our system.
- Monitor processing connections for problematic clients.
- Generate, review, and validate reports with clients via email or phone.
- Follow up with the sales team for missing documents required for financing.
- Ensure the accuracy and compliance of data entered into our proprietary software.
- Monitor and update collateral information to ensure accuracy.
- Manage your own workload and priorities so that transaction processing and related activities are completed accurately and in a timely manner.
- Archive and maintain incident management files related to inquiries, issues, service requests, or change requests in the system.
- Perform ad hoc tasks and respond to requests from the operations manager.
Requirements
- DEC (Diploma of College Studies) or university degree — an asset
- Customer service experience (at least 2 years)
- Proactive and confident — a self-starter who takes initiative
- Relentless problem-solving — willing to identify the root causes of complex operational issues
- Excellent interpersonal skills and a willingness to collaborate with diverse team members
- Ability to learn quickly and position yourself as an expert — demonstrates natural curiosity
- Ability to maintain strict discretion and preserve confidentiality of workplace information
- Ability to work in a fast-paced environment
- Bilingualism and excellent oral and written communication skills
- Strong technical proficiency
Benefits
- Competitive compensation (salary)
- Flexible working hours
- Remote or on-site work options
- $1,500 for professional training and courses
- Free English or French classes
- Free access to the company gym
- Free coffee and snacks
- Regular team events and activities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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