Current jobs related to Operations Coordinator - Austin, Texas - Durbin Bennett

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Better Business Bureau Serving the Heart of Texas Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Operations Coordinator to join our team at the Better Business Bureau Serving the Heart of Texas. This role will provide administrative support to the VP of Strategy and Business Operations, ensuring the smooth execution of daily operational activities.Key ResponsibilitiesManage operational...

  • Operations Coordinator

    1 month ago

    Austin, Texas, United States Gummi World Full time

    Job Title: Operations CoordinatorGummi World is seeking a highly motivated and organized Operations Coordinator to join our team. As an Operations Coordinator, you will play a critical role in ensuring the smooth day-to-day operations of our organization.Key Responsibilities:Facilitate cross-functional feedback from employees to management and executive...

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Texas Health Action Full time

    Job Title: Operations CoordinatorJoin Texas Health Action as an Operations Coordinator and play a vital role in ensuring the smooth operation of our organization. This hybrid position requires a strong understanding of insurance utilization, grants, and financial management.Key Responsibilities:Coordinate insurance billing processes, including verification,...

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Penske Truck Leasing Full time

    Job SummaryThe Operations Coordinator will play a crucial role in ensuring the efficient operation of the branch, providing exceptional customer service, and contributing to branch performance and profitability.Key Responsibilities:Financial Operations: Oversight of accounts receivable process, maintenance of local collection contacts, and monitoring of...

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Backd Business Funding Full time

    Operations Coordinator Job DescriptionAt Backd Business Funding, we're seeking an exceptional Operations Coordinator to join our team. As an Operations Coordinator, you will play a critical role in supporting our business operations, ensuring seamless execution of tasks, and driving growth.Key Responsibilities:Provide sales support, including contract...

  • Operations Coordinator

    4 weeks ago

    Austin, Texas, United States Backd Business Funding Full time

    Operations Coordinator Job DescriptionBackd Business Funding is seeking an exceptional Operations Coordinator to join our team. As an Operations Coordinator, you will play a critical role in supporting the backbone of our business, ensuring seamless day-to-day operations, and driving growth.Key Responsibilities:Provide sales support, including contract...

  • Operations Coordinator

    3 weeks ago

    Austin, Texas, United States DH Pace Full time

    Job Summary:DH Pace Company, Inc. is seeking a skilled Operations Coordinator to join our team in Austin, TX. As an Operations Coordinator, you will play a critical role in coordinating field employees to provide exceptional service to our customers.Key Responsibilities:Schedule technicians to customer job sites, ensuring efficient use of resources and...

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Bearded Brothers Full time

    About Bearded Brothers:We're a dynamic company dedicated to enhancing people's well-being through exceptional snacking experiences. Our core values drive everything we do:We First: We prioritize teamwork and humility, recognizing that our success relies on collective effort and a willingness to learn from each other.No Eeyores: We foster a positive and...

  • Operations Coordinator

    3 weeks ago

    Austin, Texas, United States Penske Full time

    Job SummaryThe Operations Coordinator will play a crucial role in ensuring the efficient operation of the branch, providing exceptional customer service, and contributing to the branch's profitability. This position will work closely with the branch financial manager to provide guidance and information that supports branch performance and profitability.Key...

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Dept of State Health Services Full time

    Job Description:Under the general supervision of the Tuberculosis (TB) and Hansen's Disease Unit (Unit) Director, serve as the operations coordinator for the Unit. Ensure applicable state and federal laws and regulations are adhered to by Unit staff and funded programs statewide. Prepare and lead instructor-based or web-based training modules on applicable...

  • Operations Coordinator

    7 days ago

    Austin, Texas, United States Penske Full time

    Job SummaryThe Operations Coordinator will play a vital role in supporting the branch's operational efficiency, effectiveness, and profitability. This position will provide exceptional customer service and communication to internal and external customers, while also supporting the branch financial manager in providing guidance and information that...

  • Operations Account Coordinator

    4 weeks ago

    Austin, Texas, United States Marsh & McLennan Companies Full time

    Join Our Team as an Operations Account CoordinatorMarsh & McLennan Companies is seeking a highly motivated and organized Operations Account Coordinator to join our team in Austin, TX. As an Operations Account Coordinator, you will play a critical role in ensuring the smooth operation of our client's policy life cycle, from document preparation to...

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Dept of State Health Services Full time

    Job Description:Under the general supervision of the Tuberculosis (TB) and Hansen's Disease Unit (Unit) Director, the Operations Coordinator will serve as the primary point of contact for the Unit. The incumbent will ensure compliance with applicable state and federal laws and regulations, as well as maintain confidentiality of protected health...

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Penske Full time

    Job SummaryThe Operations Coordinator will play a vital role in supporting the branch's operational efficiency, effectiveness, and customer satisfaction. This position will provide exceptional customer service and communication to internal and external customers, while also supporting the branch financial manager in achieving branch performance and...

  • Financial Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Alchemy Global Talent Solutions Full time

    Financial Operations CoordinatorWe are partnering with a fantastic moving company based in Austin, TX, to find a Financial Operations Coordinator to join their team.The ideal candidate will handle time entry, payroll submission, invoice preparation, payment processing, and maintaining accurate financial records while coordinating with the Sales team,...

  • Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Penske Full time

    Job SummaryThe Operations Coordinator will play a crucial role in ensuring the efficient operation of the branch, providing exceptional customer service, and contributing to the branch's profitability.Key Responsibilities:Oversee the accounts receivable process and maintain local collection contacts to support centralized functions.Monitor weekly and monthly...

  • Pharmacy Operations Coordinator

    4 weeks ago

    Austin, Texas, United States Centene Corporation Full time

    Join Our Team as a Pharmacy Operations CoordinatorWe are seeking a highly skilled Pharmacy Operations Coordinator to join our Medical Management/Health Services team. As a clinical professional, you will play a critical role in ensuring the accuracy and compliance of our pharmacy program.Key Responsibilities:Program Development and Maintenance: Support the...

  • Property Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Placemakr Full time

    About UsAt Placemakr, we're redefining the way people experience hospitality. Our unique approach combines the best of apartment living, vacation rentals, and hotel stays into one seamless experience. We partner with developers, property operators, and investors to curate a collection of apartment-like spaces in hand-picked neighborhoods. Our tech-enabled...

  • Administrative Operations Coordinator

    7 days ago

    Austin, Texas, United States University of Texas at Austin Full time

    Administrative Management: Oversee the daily operations of the Humanities Institute, coordinating with senior leadership and staff to ensure efficient management of administrative tasks. Assist in evaluating and analyzing projects to ensure quality project management, completion, and delivery. Manage human resources operations, including Workday business...

  • Property Operations Coordinator

    2 weeks ago

    Austin, Texas, United States Placemakr Full time

    About UsAt Placemakr, we're redefining the way people experience hospitality. Our unique blend of apartment living, vacation rentals, and hotel stays creates a one-of-a-kind experience for our guests. We partner with developers, property operators, and investors to curate a collection of apartment-like spaces in hand-picked neighborhoods.Our TeamWe're a...

Operations Coordinator

2 months ago

Austin, Texas, United States Durbin Bennett Full time
Job Title

Operations Coordinator



Reports To

Client Operations Manager



Job Description

Key Responsibilities:

  • Provide exceptional account administration services to clients and their related professionals.
  • Offer valuable operations advice and support to Senior Advisors.
  • Create trust and deepen client relationships and their network of related professionals.


Accountable for

Key Performance Indicators:

  • Meeting and exceeding clients' account needs and service expectations.
  • Coordinating with various professionals to successfully execute portfolio operations and account management responsibilities.
  • Communicating effectively with clients on a regular basis.


Desired Skill Competencies

Technical Skills:

  • Proficient in account and entity types, cashiering, and portfolio administration paperwork.
  • Experienced in opening and closing accounts; moving money; creating, compiling, and disseminating reports; trading; organizing and maintaining client files.
  • Basic understanding of portfolio management.
  • Familiarity with financial services and securities industry.


Desired Behavioral Competencies

Key Behaviors:

  • Creating Operational Procedures and Efficiencies:
    • Ability to recognize inefficiencies and create processes for improving time management and error reductions.
  • Managing Deadlines:
    • Ability to align client and advisor expectations and to establish system for monitoring/following up on outstanding deliverables.
  • Teamwork and Problem Solving:
    • Ability to recognize when specialists need to be involved, when to ask for additional assistance, and how one can fill in when another is not available.
  • Personal and Professional Growth:
    • Ability to solicit and act on constructive feedback.
    • Challenge oneself with tough assignments.
    • Demonstrate resilience and courage in the face of setbacks and opposition.


Required Qualifications

Minimum Requirements:

  • Minimum 2 years of experience in the wealth management industry or a related field.
  • College degree.
  • Proficient with client relationship management and portfolio accounting softwares (WealthBox and Black Diamond a plus).
  • Experience with custodian platforms (Schwab and Fidelity a plus).


Expected Outcomes

Key Deliverables:

  • Obtain Series 65.
  • Add value to the Client Service Team by being an additive resource to our clients and internal staff.
  • Ability to manage up to 50 clients over time.
  • Replicate operational procedures and efficiencies.
  • Strengthen corporate culture.
  • Increased knowledge base of operations.
  • Willingness to expand responsibilities and to train others.