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Operations Coordinator

Salary undisclosed

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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