Office Support Coordinator

Posted 8 Days Ago
Be an Early Applicant
Tampa, FL
Mid level
Fintech
The Role
The Office Support Coordinator assists the Tax practice by managing front office operations, coordinating client interactions, performing administrative support, and maintaining databases. Responsibilities include handling mail, preparing tax documents, file management, client setup in software, and ensuring efficient workflow within the team.
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) to join our Assurance practice in our Tampa, FL 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.

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

  • Set up new clients in multiple software systems

  • Respond to client needs as needed to assist in time and workflow management

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

  • 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

  • Leads with 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

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

  • Sets up new clients in multiple software systems

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

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

#LI-SK1

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
 
Click here to learn about your hiring rights.

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
MS Office
The Company
Century City, California
6,732 Employees
On-site Workplace
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.

Jobs at Similar Companies

MyBambu Logo MyBambu

Content Creator

Fintech • Mobile • Other • Payments • Social Impact • Financial Services • App development
West Palm Beach, FL, USA
120 Employees

Bectran, Inc Logo Bectran, Inc

Human Resources Assistant

Artificial Intelligence • Fintech • Information Technology • Machine Learning • Software • Automation
Schaumburg, IL, USA
51 Employees

MassMutual India Logo MassMutual India

SAP Developer

Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana, IND

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account