The Operations Associate will be responsible for creating a welcoming and professional atmosphere for our clients, visitors, and team members. This role is essential in setting the tone for a positive experience from the moment someone walks through our doors or contacts us via phone.
This person may spend the day assisting with a variety of tasks, including account administration, transaction processing, client onboarding, greeting clients and corresponding with clients and vendors as well as general operational support, to ensure the office runs smoothly.
Phone Reception: Answer and direct incoming phone calls promptly and accurately.
Client Support: Assist clients with inquiries, provide information, and facilitate seamless communication with the appropriate team members.
Office Coordination: Manage office supplies, maintain the organization of common areas, and oversee meeting room scheduling.
Administrative Support: Assist with data entry, document preparation, and other administrative tasks as needed.
Requirements:
Previous work experience preferred (additional emphasis on CPA firm experience)
Key Benefits
100% company paid employee only premiums for Health, Dental & Vision Coverage