Operations Specialist

The operations coordinator position plays a key role in streamlining our workflow as you link between various departments, employees and clients.

Operations Coordinator Responsibilities:

• Work closely with department leaders to maintain projects and ensure all promised dates are being met across multiple office environment.
• Assist department leaders with weekly reporting requirements including department meetings and management meeting updates.
• Work with department leaders to ensure adequate staffing assigned for projects.
• Ensure client relationship managers are assigned to projects.
• Meet with all members of the department to ensure project promised dates are on track and updated.
• Coordinate with administrative team members to ensure project initiation and route client documents for the assigned preparation methods.
• Ensure project budgets are created and documented and staff assigned.
• Coordinate with other department operations coordinators on timing of projects.
• Work with clients to schedule project delivery dates.
• Assist client relationship managers with contacting clients regarding missing items, coordinate with other department operations coordinators on communication with clients that have projects in other departments.
• Assist all staff with maintaining project status in Office Tools.
• Cross train on processing and delivery of tax returns to ensure the entire process runs smoothly from beginning to end.
• Provide analytical and strategic information to department and firm leaders to ensure successful and efficient operations of the department.

Operations Coordinator Qualifications:

• Several years of experience in administrative support roles or office management
• Excellent written and verbal communication skills
• Highly organized and detail-oriented
• Professional appearance and demeanor
• High level of aptitude in all Microsoft Office projects
• High level of comfort with technology and software applications