Office Support Coordinator

Reposted 10 Days Ago
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Maumee, OH
In-Office
Mid level
Fintech
The Role
The Office Support Coordinator will provide administrative support to the service team, manage front office tasks, coordinate mailings, and maintain client data. Responsibilities include assisting clients, managing workflows, and producing documents while demonstrating strong communication skills and technology proficiency.
Summary Generated by Built In

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking an Office Support Coordinator (Service Processing Coordinator) in our Maumee, OH office. This pivotal role will provide essential support to our service team leaders and play a crucial part in managing various business functions through marketing and administrative support activities.

How you’ll create opportunities in this Office Support Coordinator role:

  • Front Office Administration: Answer phones, as needed (coordinate with other offices).

  • Manage front desk hosting for clients and guests. Manage parking needs for guests.

  • Coordinate all mailing including UPS and certified and add charges to billing system by client.

  • Coordinate office maintenance and maintain production room including all supplies & copier needs.

  • Assemble, mail, file, deliver, and e-file tax returns

  • Proactively manage database and workflow systems to ensure accurate maintenance of client data

  • Respond to client needs on behalf of tax teams as needed to assist in time and workflow management

  • Participate in local, regional, and firmwide teams to serve our clients

  • Tax form management, collect and process in a timely manner

  • Prioritizes and is resourceful in completing tasks through multi-tasking and utilizing creative thinking

  • Works well with time sensitive projects and adaptable to specific deadlines

  • Demonstrates strong communication and demonstrates effective interpersonal skills

  • Drives change and efficiencies within the team

  • Completes and manages workflow functions with the ability to expand with experience

  • Possesses strong technology skills with an ability to adapt to changes and new programs

  • Understands and can support all administrative functions within a group and an office

  • Produces quality, professional internal and client-facing documents

  • Implements firm and office processes and procedures with direction from the Operations Director

What you will need:

  • 3 or more years of related administrative support experience required.

  • High school degree or equivalent experience is required.

  • Bachelor’s Degree is highly preferred.

  • Intermediate to advanced level experience in Microsoft Office and Adobe products

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.

Top Skills

Adobe Products
MS Office
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The Company
Century City, California
6,732 Employees
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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