Business Operations Coordinator

 

Description:

This role is ideal for someone who enjoys creating structure, improving processes, coordinating multiple priorities, and helping a small business operate efficiently.

This is not a highly supervised position. We are looking for an individual who is comfortable working independently, exercising judgment, identifying opportunities for improvement, and taking ownership of their work. The successful candidate will become a key part of the Blue Method team and will play an important role in helping shape how the business operates as it grows.

Key Responsibilities

·        Coordinate and track client projects, deliverables, deadlines, and action items.

·        Maintain project dashboards, workflow trackers, and business reporting tools.

·        Support the development and maintenance of business systems, processes, and procedures.

·        Organize and maintain SharePoint, Microsoft Teams, and document management systems.

·        Assist with client onboarding and project setup.

·        Support the preparation, assembly, tracking, and submission of regulatory applications, compliance filings, and client deliverables.

·        Coordinate information requests, supporting documentation, and submission packages for regulatory and client projects.

·        Prepare proposals, engagement letters, reports, presentations, and other client deliverables.

·        Coordinate meetings, agendas, action items, and follow-up activities.

·        Develop and maintain templates, checklists, and internal procedures.

·        Assist with invoice preparation, expense tracking, and coordination with the Company's external accountant.

·        Identify opportunities to improve efficiency and implement practical solutions.

·        Support the implementation and use of AI tools to improve productivity and workflows.

What Success Looks Like

·        Projects are organized and deadlines are proactively managed.

·        Information is easy to find and systems are well maintained.

·        Client deliverables and regulatory submissions are completed efficiently and on schedule.

·        Processes become more efficient over time.

·        The business becomes increasingly scalable and less dependent on manual effort.

·        Team members spend more time delivering value and less time managing administration.

·        Problems are identified and solved proactively.

Qualifications

·        Strong organizational and project coordination skills.

·        Exceptional attention to detail.

·        Ability to manage multiple priorities and deadlines.

·        Strong written and verbal communication skills.

·        High level of professionalism and discretion.

·        Ability to work independently with minimal supervision.

·        Strong problem-solving and critical-thinking skills.

·        Strong Microsoft 365 skills, including Outlook, Word, Excel, Teams, and SharePoint.

·        Comfortable learning and using AI tools to improve efficiency and productivity.

·        Experience in project coordination, business operations, consulting, professional services, energy, or regulatory environments is considered an asset.