Baker Tilly Advisory Group, LP - Frisco, TX

posted 18 days ago

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
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