Client Experience & Office Operations Coordinator

WFFA Advisors; Village of Floral Park (NY); Sur place; USD 50 000 - 70 000; Plein temps

Résumé du poste

WFFA Advisors in the New York area seeks an operations professional to serve as the first point of contact, handling front office operations, admin support for staff, and day-to-day workflow in a busy accounting practice. The role becomes especially important during tax season to keep clients and the team organized and proactive.

You will greet clients, route calls, manage documents, coordinate engagement letters, maintain the practice management system, and support scheduling and office

Qualifications

• 3+ years of experience in an office administration, receptionist, or front desk role.
• High school diploma required; associate/bachelor’s degree a plus.
• Strong organizational skills and the ability to manage multiple tasks.
• Excellent communication, both on the phone and in person.
• Proficiency in Microsoft Office Suite; familiarity with document management software a plus.

Responsabilités

• Greet clients and visitors warmly and direct them to the right team.
• Answer calls, take messages, and route inquiries as needed.
• Organize intake of client documents and maintain accurate records.
• Support scheduling, calendar management, and office operations.

Connaissances

Office administration

Reception

Front desk

Communication skills

Microsoft Office

Formation

High school diploma

Associate degree

Bachelor’s degree

Outils

Microsoft Office Suite

Document management software

Description du poste

WFFA Advisors in the New York area seeks an operations professional to serve as the first point of contact, handling front office operations, admin support for staff, and day-to-day workflow in a busy accounting practice. The role becomes especially important during tax season to keep clients and the team organized and proactive.

You will greet clients, route calls, manage documents, coordinate engagement letters, maintain the practice management system, and support scheduling and office