Advisory Operations & Client Services Coordinator

Michael Silver & Company; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

KSM, one of the top advisory, tax, and audit firms in the United States, seeks an Advisory Support Coordinator for its Transaction Advisory Services practice in Indianapolis. The role focuses on administrative and client service support, managing client records, events, onboarding, and travel logistics to help the team operate smoothly.

Ideal candidates have 3+ years in a similar role, strong organizational and communication skills, and proficiency in MS Office.

Qualifications

• 3+ years of administrative or operational experience, preferably in finance or professional services.
• Excellent and proactive written and verbal communication.
• Proficient in Microsoft Office Suite, especially Excel, Teams, and Outlook.
• Ability to multitask and manage competing priorities in a fast-paced environment.
• Detail-oriented with a focus on accuracy.
• Strong collaboration skills and ability to work across multiple teams.

Responsibilities

• Oversee new client entry and system management; create and manage client records, track job statuses, update systems regularly, and ensure timely cleanup and compliance.
• Manage shared inboxes to ensure seamless team-wide communication.
• Order and manage catering for meetings; lead event planning and execution for group events; organize internal networking meetings; handle logistics for group meetings.
• Oversee meeting logistics, including agenda review, scheduling, room setup, food and drink arrangements, and technical support; act as primary event contact.
• Prepare and process client engagement letters, scope of work documents, and nondisclosure agreements ensuring accuracy and compliance.
• Oversee new hire onboarding processes, including task tracking, meeting scheduling, and supplemental materials are provided.
• Submit external CPE requests, obtain documentation for internal training, and liaise with KSM Learning for process updates.
• Travel Coordination: Arrange travel bookings, including flights, accommodations, and transportation.
• Prepare and submit department credit card expense reports.
• Complete unique tasks or special assignments as requested, demonstrating adaptability and problem-solving skills.
• Address team requests, work closely with advisory team members, and support various projects and initiatives.

Skills

Organizational skills

Time management

Written communication

Verbal communication

MS Office

Multitasking

Attention to detail

Collaboration

Tools

Microsoft Excel

Outlook

Teams

Job description

KSM, one of the top advisory, tax, and audit firms in the United States, seeks an Advisory Support Coordinator for its Transaction Advisory Services practice in Indianapolis. The role focuses on administrative and client service support, managing client records, events, onboarding, and travel logistics to help the team operate smoothly.

Ideal candidates have 3+ years in a similar role, strong organizational and communication skills, and proficiency in MS Office.