Senior Operations Coordinator
Squaremouth Inc
Senior Operations Coordinator
The Senior Operations Coordinator plays a vital role in ensuring the organization runs efficiently and effectively. This individual helps assist in day-to-day operational processes, helps implement data-driven improvements that support organizational growth and excellence. The ideal candidate is highly organized, proactive, and detail-oriented — someone who anticipates needs and thrives in a dynamic, fast-paced environment.
Day-to-day operational processes & workflows
Leadership can focus on strategy and growth
Vendor management, procurement & contracts
Cost-effective, compliant purchasing practices
Financial admin: deposits, payments & invoicing
Accurate, timely financial operations
Facilities, access cards & office administration
A well-run, secure, and productive workplace
Key Responsibilities
- Helping oversee and improve day-to-day operational processes to enhance productivity and efficiency across all functional areas.
- Assist in identifying bottlenecks in workflows and propose data-driven solutions to streamline operations and reduce friction.
- Maintain and update operational documentation, SOPs, and internal databases to ensure accuracy and accessibility.
- Assist with tracking key performance metrics and prepare regular reports for leadership to support informed decision-making.
- Help prepare and process appointment paperwork and related administrative documentation to support operational workflows.
- Process and reconcile daily deposits, ensuring accurate and timely recording of all incoming funds.
- Process vendor payments in a timely and accurate manner in accordance with company policies and payment schedules.
- Assist in reviewing the accuracy of transactions to ensure data integrity and compliance.
- Invoice Employee Benefits agency-billed fees and distribute statements to clients accurately and on time.
- Email commission statements and company billing documents to HUB as required, maintaining accurate records of all transmittals.
- Support vendor management, procurement, and contract administration to ensure cost-effective and compliant purchasing practices.
- Submit new vendor forms and maintain accurate, up-to-date vendor records in accordance with company standards.
- Manage office administration tasks including supplies inventory, facilities coordination, and equipment maintenance.
- Manage the issuance and ongoing administration of building access and parking cards for staff and authorized personnel.
Qualifications & Skills
- Experience in business administration, operations management, or a related field in a fast-paced, team environment
- Experience managing projects and coordinating across multiple departments
- Experience with financial administration – expense tracking and reporting, invoicing, deposits
- Discretion and confidentiality with sensitive information
- Strong organizational and time management skills, and attention to detail
- Professional written and verbal communication
- Self-starter with a proactive mindset to anticipate needs, collaborate with teams, and provide solutions
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
- Familiarity with helpful tools
What Success Looks Like
Operational processes run smoothly with minimal disruption
Leadership has more capacity for strategic priorities
Reports delivered accurately and on time
Data-driven decisions made with confidence
Vendors and payments managed with zero compliance issues
Cost-effective, well-governed procurement operations
Proactive communication — issues flagged before they escalate
Team relies on consistent, dependable operational support
Ideal Candidate Profile
The right candidate for this role is someone who:
- Thrives in an operational support role and takes genuine pride in keeping processes organized and running smoothly.
- Is comfortable wearing multiple hats — one day may be reconciling deposits, the next coordinating a vendor event or onboarding a new team member.
- Communicate professionally with internal team members, vendors, and external partners.
- Takes initiative without being asked and follows through consistently on every task.
- Understands that accuracy matters in everything they produce — from financial records to operational documentation.
- Has experience in operations, administrative, or office management role; finance or insurance operations experience is a plus.
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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