Advisory Support 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

Job Description:We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.Position SummaryThe Advisory Support Coordinator is an essential team member providing administrative, operational, and client service support within the Transaction Advisory Services practice. This ideal candidate will be proactive, organized, and detail-oriented, capable of managing various tasks, maintaining internal systems, and coordinating across teams. Strong communication and multitasking skills are essential.Responsibilities:Oversee new client entry and system management, including document and client database systems; create and manage client records, track job statuses, update systems regularly, and ensure timely cleanup and complianceManage shared inboxes to ensure seamless team-wide communicationOrder and manage catering for meetings, lead event planning and execution for group events, organize internal networking meetings, and handle logistics for group meetingsOversee meeting logistics, including agenda review, scheduling, room setup, food and drink arrangements, and technical support, and act as the primary event contactPrepare and process client engagement letters, scope of work documents, and nondisclosure agreements ensuring accuracy and complianceOversee new hire onboarding processes, including task tracking, meeting scheduling, and supplemental materials are providedSubmit external CPE requests, obtain documentation for internal training, and liaise with KSM Learning for process updatesTravel Coordination: Arrange travel bookings, including flights, accommodations, and transportationPrepare and submit department credit card expense reportsComplete unique tasks or special assignments as requested, demonstrating adaptability and problem-solving skillsProvide support with quarterly reviews, including preparation and organization of related documentationAddress team requests, work closely with advisory team members, and support various projects and initiativesQualifications:3+ years of administrative or operational experience, preferably within finance, or a professional services firmStrong organizational and time-management skillsExcellent and proactive written and verbal communicationProficient in Microsoft Office Suite, especially Excel, Teams, and OutlookAbility to multitask and manage competing priorities in a fast-paced environmentDetail-oriented with a focus on accuracyProactive problem-solver with a customer-service mindsetAbility to handle confidential information with professionalismStrong collaboration skills and ability to work across multiple teamsWe are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.