Advisory Operations Specialist

LBMC; Brentwood (TN); Hybrid; USD 42,000 - 64,000; Full time

Job summary

LBMC’s Advisory Services team seeks an Advisory Operations Specialist to provide operational and administrative support, ensuring content, presentation, and timeliness meet LBMC standards. The role emphasizes exceptional service to internal and external clients and collaborates with Shareholders, Senior Managers, and partners.

The position is hybrid with a preference for on-site presence in Brentwood (Nashville area) 4-5 days/week, supporting project setups, billing, and related processes within

Qualifications

• Strong written and oral communication skills.
• Strong interpersonal skills and service mindset.
• Proven ability to handle multiple priorities with excellent time management and attention to detail.
• High school diploma or GED required; associate degree in business preferred.
• 2+ years of administrative/executive assistant experience.

Responsibilities

• Provide operational and administrative support to LBMC’s Advisory Services team.
• Create, edit, and file engagement letters and contracts to ensure steps are complete.
• Manage calendars for executive leadership within Advisory.
• Coordinate appointments, catering, and travel as requested.
• Process timesheets, expense reports, mileage reimbursements, and credit card reconciliation for leadership.
• Assist with onboarding for new hires and departmental logistics.
• Support PowerPoint updates and document revisions as needed.
• Provide backup coverage for the main receptionist and maintain office supplies.

Skills

Communication skills

Time management

Attention to detail

Interpersonal skills

Servant leadership

Positive attitude

Administrative experience

Education

High school diploma or GED

Associate degree in business

Tools

Microsoft Office

Excel

PowerPoint

Job description

OPPORTUNITY

The Advisory Operations Specialist will provide both operational & administrative support to LBMC’s Advisory Services team, working closely with a number of Shareholders, Senior Managers, and partners to help confirm our project setups, billing, collections, and related administrative processes are following the established standards for content, presentation, and timeliness. There will be a strong focus on delivering exceptional customer service to both our internal and external clients. This role is a great opportunity for anyone passionate about supporting high-performing team members within our Advisory department, and involves a variety of responsibilities.

LBMC is a hybrid workplace, but this team is based in the Nashville area so preference will be given to candidates willing and able to be on-site 4-5 days/week in Brentwood.

SCOPE OF WORK

• Demonstrate an “extreme ownership” mentality around your work responsibilities
• Work well within a team environment through communication, responding timely, and providing updates on the status of tasks & projects
• Assist in the creation and setup of new clients, projects, account information, and supporting resources for our teams in a timely manner
• Create, edit, and file select engagement letters and similar contracts to ensure all steps are complete
• Provide calendar management to executive leadership within Advisory, where requested
• Coordinate appointments, reservations and catering orders as requested for teams
• Process timesheets, expense reports, mileage reimbursements, and corporate credit card reconciliation for leadership
• Coordinate new hire department onboarding, scheduling, and logistics
• Collaborate with other Advisory Ops team members to plan & support special events
• Assist with PowerPoint presentations and with updating documents on occasion
• Provide backup coverage for the main receptionist and supporting the office facility needs
• Maintain general office supplies and keep the break room stocked and serviced within the Advisory areas
• Support our client-facing teams with administrative, project-management like tasks, and offer administrative support to the departments
• Compile various reports, spreadsheets and presentations as needed
• Participate when necessary in any special projects, software implementation, and process improvement opportunities supporting the Advisory Services team
• Adheres to LBMC’s defined processes and procedures including the firm’s policy on privacy and client confidentiality. Knows and follows the rules, regulations, and Code of Professional Conduct of the AICPA, HIPAA, and other regulating bodies and legislation as appropriate.

IDEAL CANDIDATE PROFILE

• Exhibits a positive attitude and a servant-leader type mindset
• Strong written and oral communication skills, service minded with the ability to deliver quality work under a deadline
• Strong interpersonal skills, development oriented
• Proven ability to handle multiple priorities and demonstrate excellent time management with exceptional attention to detail
• High school diploma or GED is required; associate degree in a business field is preferred
• 2+ years of professional firm or administrative/executive assistant experience; and/or equivalent experience in job related activities is preferred
• Proficient in Microsoft Office suite with emphasis on Excel and PowerPoint

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.