Coordinator, Operations

Baker Tilly - Frisco, TX

Full-time - Entry Level

Remote - Frisco, TX

10,001+ employees

About the position

The Operations Coordinator at Baker Tilly plays a crucial role in providing operational support services, including billing, financial reporting, resource scheduling, and onboarding/training. This position offers a dynamic work environment where no two days are the same, allowing for professional growth and development through various functional areas. The role emphasizes organizational skills and customer service, contributing to a collaborative team atmosphere that promotes work-life balance.

Responsibilities

• Coordinate client conflict and risk check process
• Set up client projects
• Execute engagement letters, insurance confirmations, and client contracts
• Ad hoc reporting
• Develop and manage team sites and portals including the management of templates, tools and other standard documents to be utilized by the team
• Perform other general operational tasks including research and special projects and/or events as requested
• Learn and grow from direct on-the-job coaching and mentoring along with participating in firm-wide learning and development programs
• Utilize relationship building skills to network and build strong relationships with internal clients

Requirements

• Minimum of two (2) years operational, administrative or related support experience
• Prior experience in a professional services organization, preferred
• Experience working with cloud-based peer-to-peer software platforms for teleconferencing and telecommuting such as Teams, Webex, Zoom, and/or Skype
• Strong proficiency with MS Office Products, including Excel
• Demonstrated analytical, problem solving and critical thinking skills
• Keen sense of accuracy and attention to detail
• Excellent communication skills, including verbal and written communication
• Professional demeanor and ability to handle matters confidentially
• Ability to work independently and prioritize responsibilities in a fast-paced, time sensitive environment
• Ability to work effectively and collaborate in a team environment
• Availability to work some evenings and weekends as needed in order to meet client needs
• Eligibility to work in the U.S. without sponsorship, preferred

Benefits

• Professional development opportunities
• Flexible work environment
• Collaborative team culture
• Work-life balance initiatives