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Administrative Coordinator
2 months ago
Trout CPA, a full-service public accounting firm, is looking for an Administrative Coordinator to join our Client Accounting Services (CAS) Department. The ideal candidate will excel in a fast-paced, deadline-driven environment while managing multiple projects. This role is key to supporting the operational success of the CAS team, ensuring our clients receive top-quality service, and providing vital administrative support to the CAS leadership.
Main responsibilities include but are not limited to:
- Collaborate with CAS leadership to drive and implement departmental initiatives.
- Coordinate with CAS leadership to ensure optimal staffing for both ongoing and project-based work, while maximizing efficiency across service lines.
- Ensure accurate project details, timelines, and deadlines are defined and followed for all CAS projects.
- Leverage available technology resources to streamline and enhance internal processes.
- Track and monitor the entire client onboarding and offboarding process, ensuring all steps are completed accurately.
- Support internal department meetings by managing scheduling, preparing agendas, and taking meeting minutes.
- Collaborate with marketing and business development to coordinate potential client meetings, manage client events, and organize departmental activities.
- Play a key role in the monthly billing process, ensuring accurate and timely execution.
- Assist in preparing, scheduling, and tracking CAS training programs.
- Manage department software licenses and provide training on internal processes and procedures for new staff members.
- 3+ years of experience in an administrative support role or office management
- Strong interpersonal and communication skills
- Excellent verbal and written communication and presentation skills
- Methodical and organized; quality focused
- Highly skilled in leveraging Microsoft Office tools
- Familiarity with a workflow management software is preferred
- Can travel to other Trout CPA offices without restrictions as necessary