Advisory Support Coordinator

Ksm CPA; Indianapolis, Northern (IN, KY); Hybrid; USD 45,000 - 60,000; Full time

Job summary

KSM CPA is seeking an Advisory Support Coordinator in Indianapolis to provide administrative, operational, and client service support within the Transaction Advisory Services practice. The role emphasizes proactive coordination, organization, and cross-team collaboration to ensure accurate records and smooth project execution.

The successful candidate will manage client data, scheduling, travel, onboarding, and documentation, while supporting quarterly reviews and internal training coordination.

Qualifications

• 3+ years of administrative or operational experience in finance or professional services preferred.
• Strong organizational and time-management skills.
• 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.
• Proactive problem-solver with a customer‑service mindset.
• Ability to handle confidential information professionally.
• Strong collaboration across multiple teams.

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 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, and handle logistics for group meetings
• Oversee meeting logistics, including agenda review, scheduling, room setup, food and drink arrangements, and technical support, and act as the 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
• Provide support with quarterly reviews, including preparation and organization of related documentation
• Address team requests, work closely with advisory team members, and support various projects and initiatives

Skills

Administrative experience

Client service

Microsoft Office

Communication

Multitasking

Detail-oriented

Tools

Microsoft Excel

Microsoft Teams

Microsoft Outlook

CRM systems

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 Summary

The 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 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, and handle logistics for group meetings
• Oversee meeting logistics, including agenda review, scheduling, room setup, food and drink arrangements, and technical support, and act as the 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
• Provide support with quarterly reviews, including preparation and organization of related documentation
• Address team requests, work closely with advisory team members, and support various projects and initiatives

Qualifications

• 3+ years of administrative or operational experience, preferably within finance, or a professional services firm
• Strong organizational and time-management skills
• 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
• Proactive problem-solver with a customer‑service mindset
• Ability to handle confidential information with professionalism
• Strong collaboration skills and ability to work across multiple teams

We 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.

About Us

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the U.S. 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.