Operations & Financial Management Assistant (JDW)

Responsibilities

• Manage all client communications including emails, phone calls, SMS, and social media inquiries with response times within 1 hour during business hours
  
• Qualify leads and update deal statuses in CRM, ensuring all prospects are properly documented within 24 hours of initial contact
  
• Conduct weekly financial reconciliation in Wunderbuild to provide realtime cost tracking versus actual expenses for proactive budget management
  
• Match all invoices to correct jobs in Wunderbuild and generate client invoices within 48 hours of work completion
  
• Coordinate with bookkeeper to ensure timely payment processing and maintain accurate job costing records
  
• Organize and maintain all job documentation within Wunderbuild platform
  
• Schedule jobs considering team workloads and travel times to maximize onsite productivity
  
• Conduct job auditing for timesheets and variations, maintaining all compliance records
  
• Maximize utilization of Wunderbuild platform including document management, budget tracking, and checklist functions
  
• Support supplier and subcontractor coordination including price checking and maintaining updated price books
  
• Assist with quote and tender management processes to streamline estimation workflows
  
• Follow up on completed projects for Google reviews and referral requests
  
• Provide weekly budget meeting preparation and financial reporting for active projects
  

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  Scope:
  

  • Primary focus on financial operations with weekly reconciliation being paramount priority
    
  • Full ownership of client communication management across all channels
    
  • Complete responsibility for Wunderbuild platform optimization and utilization
    
  • Support role in supplier and subcontractor coordination
    
  • Administrative support for quote and tender processes
    
  • Compliance and documentation management for all active projects
    
  • Lead qualification and CRM management
    
  • Coordination with existing bookkeeper for monthly financial processes
    
  • Postproject followup for reviews and referrals
    
  • Weekly financial reporting and budget meeting preparation
    

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    Requirements
    

    • Strong background in bookkeeping, finance, accounting, or similar field (highly preferred due to financial focus)
      
    • Excellent written and verbal communication skills for client interaction
      
    • Proven ability to manage multiple projects and priorities simultaneously
      
    • Strong attention to detail for financial reconciliation and compliance documentation
      
    • Proficiency in email management and digital communication platforms
      
    • Understanding of construction industry processes and terminology
      
    • Ability to work independently with minimal supervision
      
    • Strong organizational skills for document management and scheduling
      

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      Independent Contractor Perks
      

      • HMO Coverage in eligible locations
        
      • Permanent work from home
        
      • Immediate hiring
        

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        ZR_25636_JOB