On-Site Firm Operations & Client Services Coordinator

Grey Street Advisors, LLC; Evansville (IN); In loco; USD 34.000 - 41.000; Tempo pieno

Descrizione del lavoro

Grey Street Advisors, LLC in Evansville, Indiana seeks a Firm Operations & Client Services Coordinator to manage administrative workflows, client communications, and document processing on site. You will support tax return processing, billing, accounts receivable, and file management, with room to grow into broader firm operations as you learn the processes.

Ideal candidates have 3+ years of admin/office ops, strong organizational skills, and proficiency with Microsoft Office; QuickBooks

Competenze

• Minimum 3 years of professional administrative/office operations experience; 5+ years preferred.
• Proficient in Microsoft Office; familiarity with spreadsheets and data entry tools.
• Experience with QuickBooks or similar accounting software preferred.
• Strong organizational, time-management, and detail-oriented skills.
• Excellent written and verbal communication; professional client-service mindset.

Mansioni

• Receive, scan, organize, and securely manage client documents.
• Assist with tax return processing and electronic document workflows.
• Monitor client portals for documents, signatures, and outstanding information.
• Follow up with clients regarding missing information and open items.
• Maintain accurate electronic and physical client files.
• Save and organize tax filing acknowledgments and completed documents.
• Coordinate client document drop-offs and pickups.
• Answer incoming calls and assist clients with routine questions.
• Prepare routine client emails, letters, and correspondence.
• Maintain internal workflow and deadline tracking.
• Assist with monthly billing and work-in-process administration.
• Monitor accounts receivable and assist with routine collection follow-up.
• Assist with firm accounts payable, bank reconciliations, and credit-card reconciliations.
• Maintain vendor, administrative, and office records.
• Help improve administrative processes and keep the office organized.

Conoscenze

Attention to detail

Time management

Independent work

Communication skills

Client service mindset

Strumenti

Microsoft Office

QuickBooks

Document management systems

CRM tools

Descrizione del lavoro

Grey Street Advisors, LLC in Evansville, Indiana seeks a Firm Operations & Client Services Coordinator to manage administrative workflows, client communications, and document processing on site. You will support tax return processing, billing, accounts receivable, and file management, with room to grow into broader firm operations as you learn the processes.

Ideal candidates have 3+ years of admin/office ops, strong organizational skills, and proficiency with Microsoft Office; QuickBooks