A local professional services firm in Exeter is looking for an Operations Coordinator to enhance client experiences and operational efficiency. The successful candidate will act as the main point of contact for client communications, coordinate internal activities, and manage the support team. Key attributes needed include strong organisational skills and a proactive approach in a busy environment. Familiarity with XERO and Office 365 is essential for this role.
Qualifications
Maintains control and ensures nothing is missed.
Anticipates needs and takes initiative.
Consistently delivers on responsibilities and follows through.
Responsibilities
Act as a primary point of contact for incoming client communications.
Coordinate internal activities across the office.
Prepare for meetings and manage documentation.
Anticipate team and client needs proactively.
Support workflows for accountants and managers.
Maintain accurate handling and organisation of documents.
Liaise closely with the delivery team and Client Portfolio Leads.
Manage the Support Team.
Ensure all client interactions reflect professionalism.
Champion process streamlining and optimisation.
Skills
Highly organised
Proactive mindset
Clear communication
Calm under pressure
Collaborative leadership
Tools
XERO
CCH
Office 365
Job description
A local professional services firm in Exeter is looking for an Operations Coordinator to enhance client experiences and operational efficiency. The successful candidate will act as the main point of contact for client communications, coordinate internal activities, and manage the support team. Key attributes needed include strong organisational skills and a proactive approach in a busy environment. Familiarity with XERO and Office 365 is essential for this role.