Coordinator, Operations

Baker Tilly Advisory Group, LP - 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 that enhance client service and team efficiency. This position involves a variety of tasks including billing, financial reporting, resource scheduling, and onboarding/training, while also supporting ad hoc projects. The role offers opportunities for professional growth through exposure to different functional areas and emphasizes a collaborative work environment 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
• Conduct ad hoc reporting
• Develop and manage team sites and portals, including management of templates and tools
• Perform general operational tasks including research and special projects as requested
• Learn and grow from direct on-the-job coaching and mentoring
• Utilize relationship-building skills to network and build strong relationships with internal clients
• Participate in social activities and team outings to encourage work-life balance

Requirements

• Minimum of two (2) years operational, administrative or related support experience
• Prior experience in a professional services organization
• 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

Nice-to-haves

• Eligibility to work in the U.S. without sponsorship

Benefits

• Professional development programs
• Flexible work environment
• Collaborative team culture
• Opportunities for social activities and team outings