Advisory Support & Operations Coordinator

KSM Business Services, Inc.; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

KSM Business Services, Inc. in Indianapolis is seeking an Advisory Support Coordinator to provide administrative, operational, and client service support within the Transaction Advisory Services practice.

This role demands a proactive, organized, and detail‑oriented candidate capable of managing varied tasks and coordinating across teams. The position involves client entry & records, shared inbox management, event/travel logistics, engagement letter prep, onboarding, external training

Qualifications

• 3+ years of administrative or operational experience, preferably within finance or professional services.
• 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.

Responsibilities

• Oversee new client entry and system management, including documents and client databases; track statuses and ensure compliance.
• Manage shared inboxes to ensure seamless team-wide communication.
• Coordinate catering, events, and internal meetings; handle logistics for group meetings.
• Oversee meeting logistics including scheduling, room setup, and tech support; serve as primary event contact.
• Prepare engagement letters, scope of work documents, and NDAs with accuracy and compliance.
• Oversee onboarding processes, including task tracking and scheduling.
• Submit external CPE requests and liaise with KSM Learning for updates.
• Arrange travel bookings including flights, accommodations, and transportation.
• Prepare and submit department credit card expense reports.
• Support quarterly reviews and related documentation, and assist on various projects.

Skills

Communication

Multitasking

Organizational skills

Team collaboration

Tools

Excel

Teams

Outlook

Microsoft Office Suite

Job description

KSM Business Services, Inc. in Indianapolis is seeking an Advisory Support Coordinator to provide administrative, operational, and client service support within the Transaction Advisory Services practice.

This role demands a proactive, organized, and detail‑oriented candidate capable of managing varied tasks and coordinating across teams. The position involves client entry & records, shared inbox management, event/travel logistics, engagement letter prep, onboarding, external training