Administrative Coordinator - Advisory & Tax Dept.

• Prepare, distribute, and track client agreements and electronic signatures.
• Set up new client accounts and maintain accurate client records across company systems.
• Assist clients with document requests, information gathering, and account updates.
• Communicate important deadlines, reminders, and next steps through phone, email, and mail.
• Coordinate the collection of client information and required documentation.
• Schedule and support meetings, follow-ups, and ongoing client communications.
• Respond to client questions and concerns in a timely, professional, and helpful manner.
• Build strong working relationships with clients and internal team members.

• Review information for accuracy and completeness before processing.
• Monitor the status of key client deliverables and follow up as needed.
• Help resolve processing issues and coordinate solutions with internal teams.
• Track important documents, correspondence, and client requests.
• Maintain organized records and ensure documentation is handled according to company procedures.
• Support compliance-related administrative processes and recordkeeping requirements.

• Track projects, assignments, and deadlines to ensure work is completed on time.
• Prepare and maintain status reports to help monitor team workload and progress.
• Coordinate document distribution through both digital and traditional channels.
• Monitor workflow queues and help keep projects moving efficiently.
• Assist with document management, scanning, and electronic filing processes.
• Identify opportunities to improve processes and enhance team efficiency.

• Associate degree or equivalent combination of education and professional experience.
• Previous experience in administrative support, client service, project coordination, operations, legal support, financial services, or a related field preferred.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Strong written and verbal communication skills.
• Ability to build positive relationships and provide excellent customer service.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Detail-oriented with a commitment to accuracy and quality.
• Comfortable learning and using new technology and software systems.
• Ability to handle confidential information with professionalism and discretion.
• Strong problem-solving skills and sound judgment.
• Self-motivated, dependable, and eager to learn.
• Positive attitude and ability to work effectively both independently and as part of a team.

No tax industry experience? No problem.

We welcome candidates from a variety of backgrounds, including administrative support, legal services, banking, financial services, customer success, office management, project coordination, and operations. If you're highly organized and thrive in a fast-paced environment, we'd love to hear from you. We provide training on our industry-specific processes and systems.