The Operations Associate will be responsible for creating a welcoming and professional atmosphere for our clients, visitors, and team members. This role is essential in setting the tone for a positive experience from the moment someone walks through our doors or contacts us via phone.

This person may spend the day assisting with a variety of tasks, including account administration, transaction processing, client onboarding, greeting clients and corresponding with clients and vendors as well as general operational support, to ensure the office runs smoothly.

• Phone Reception: Answer and direct incoming phone calls promptly and accurately.
• Client Support: Assist clients with inquiries, provide information, and facilitate seamless communication with the appropriate team members.
• Office Coordination: Manage office supplies, maintain the organization of common areas, and oversee meeting room scheduling.
• Administrative Support: Assist with data entry, document preparation, and other administrative tasks as needed.

Requirements:

• Previous work experience preferred (additional emphasis on CPA firm experience)

Key Benefits

• 100% company paid employee only premiums for Health, Dental & Vision Coverage
• 4% Company 401k match, 100% vested

FLSA: Non-Exempt