Investment Operations Coordinator – Indeed

Who We Are

JWB Real Estate Capital, is recognized as one of the fastest-growing private companies in Northeast Florida. As a privately-owned, client-centric company, JWB is focused on providing the highest quality service to our valued owners locally, nationally, and internationally.

What You’ll Do 

The primary focus of this department is to provide exemplary and mind-blowing customer service to our new and existing client base. The person in this role will provide administrative support to the team to build our customer service reputation by handling various communications with our external partners, internal teammates, while maintaining a large detail orientation to set the team and customer up for success.

  • New client onboarding and account setup
  • Pulling Comparative Market Analysis’ for prospective property onboards
  • Liaison for annual changes to 1099’s or other tax-related documents
  • Insurance inspection scheduling management, tracking, invoicing
  • Insurance liaison between insurance agents, clients, and JWB
  • Violation submission and completion follow through
  • Owner requested inspections submission and completion follow through
  • Weekly/monthly tracking of department metrics
  • Monthly property turn audits and review
  • Annual property assessments for client’s self-directed IRA as needed
  • Projects assigned that enhance efficiency and productivity of the service department
  • All other duties as assigned by Portfolio Management leadership team


  • College Degree Preferred (Minimum 2 years); High School Diploma Required
  • Appropriate Score on Predictive Index (part of JWB’s hiring process which applicant will receive after application submission)
  • Superior communication skills, collaborative with strong leadership and interpersonal skills
  • Work well in a team-oriented environment and analyze decisions with a broad perspective
  • Results-oriented team player with a high level of self-motivation
  • Strong Organizational skills with the ability to multitask
  • Very analytical, quick to pick up systems, processes and learn to evaluate deals
  • Highest level of personal and professional integrity and ethics
  • Must be enthusiastic, creative and able to think both strategically and tactically
  • Flexibility to adapt to process changes for the betterment of client experience and team efficiency
  • Demonstrated proficiency in Microsoft Office, Google Docs, Internet applications, and related software
  • Demonstrate effective and efficient decision-making skills

Time Commitment:

8:30a-5p Monday-Friday (40-45 Hours Weekly)

Office Perks

  • Covered base health plan for individual teammate through FL Blue
  • 100% dental coverage through Humana
  • Ownership PTO (eligible after 6 months)
  • 8 paid holidays
  • Matching program to your charity of choice
  • Gym membership reimbursement
  • 401K matching (4.5%) program through John Hancock
  • Free lunches daily
  • Volunteer & team-building events throughout the year
  • Personal & professional development opportunities
  • Parental leave
  • Flexible Schedule
  • Childcare reimbursement
  • Relaxed business causal work environment

Apply Now

Think you’re a good fit for this position? Complete the form below to submit your application.

  • NFull Benefits Package
  • NFamily-Style Lunches
  • NFood Truck Tuesdays
  • NChild Care Stipend
  • NPaid Time Off
  • NGym Memberships
  • NLunch'N Learn SERIES
  • NInterdepartmental Breakfasts
  • NLeadership Development Class
  • NAnd More!

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