What are the responsibilities and job description for the Operations Coordinator position at Rising Financial Futures LLC?
About Us
Rising Financial Futures helps small business owners gain clarity and confidence in their finances through bookkeeping, consulting, and operational support.
We’re a growing firm that values accuracy, transparency, and long-term client success.
Our work is rooted in a clear purpose: empowering entrepreneurs and individuals to take control of their financial futures.
Our Vision
We envision a world where small business owners and individuals have access to the financial tools, education, and strategies needed to build sustainable wealth.
By equipping entrepreneurs with data-driven solutions and financial literacy, we aim to redefine financial success, helping our clients break free from financial uncertainty and step into financial security.
Our Mission
To help 10,000 entrepreneurs achieve financial freedom in the next 10 years through expert guidance, educational insights, and strategic business advisory services.
Core Values: INSPIRE
Integrity – Do the right thing, always.
Nurture – Support growth in others and yourself.
Service – Show up with purpose and help others win.
Progress – Aim for improvement, not perfection.
Innovation – Think differently. Be open to change.
Respect – Value people and perspectives.
Empowerment – Uplift others and own your power.
The Role
The Operations Coordinator serves as the connection between clients, the internal team, and the Founder. You will manage onboarding, track deliverables, coordinate schedules, and ensure each client receives timely communication and follow-up.
You will also help keep the team organized by managing internal systems, meetings, and task tracking. This role is ideal for someone who enjoys bringing structure to a fast-paced, growing environment.
What You’ll Do
Client Communication & Support
- Serve as the primary point of contact for ongoing client updates and follow-ups
- Manage client onboarding, document collection, and scheduling
- Communicate with outside agencies (IRS or state) on behalf of clients when needed
- Track deliverables and ensure bookkeeping tasks and reports are completed on time
- Prepare and send regular client updates or reminders
Operations & Internal Coordination
- Manage internal task tracking systems (Airtable, ClickUp, or Notion)
- Coordinate weekly team meetings, notes, and follow-up actions
- Monitor task progress across the team to ensure deadlines are met
- Support documentation of internal processes and workflow improvements
Executive Support
- Manage the Founder’s calendar and meeting schedule
- Assist with email organization, client proposals, and administrative tasks
- Handle occasional one-off projects or operational needs
You’re a Great Fit If You
- Have 2–5 years of experience in client coordination, project management, or bookkeeping operations
- Are detail-oriented, organized, and proactive
- Communicate clearly and professionally in writing and over the phone
- Enjoy problem-solving and keeping projects on track
- Are tech-savvy and familiar with tools like QuickBooks Online, Google Workspace, Airtable, or ClickUp
- Thrive in a small business environment where your impact is noticed daily
What We Offer
- Pay range: $22–$27/hr depending on experience
- Hybrid schedule: 1–2 days in office in Tempe, remainder remote
- Flexible, supportive, and growth-oriented environment
- Opportunity to shape internal systems and be part of a company that’s growing quickly
Schedule
- Monday–Friday
- 20–25 hours per week
- Hybrid work model based in Tempe, AZ
To Apply
Please submit your resume.
A cover letter explaining why this role interests you and how your experience aligns is preferred but not required.
Job Type: Part-time
Pay: $22.00 - $27.00 per hour
Expected hours: 20 – 25 per week
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Tempe, AZ 85282
Salary : $22 - $27