Administrative Operations & Reporting Specialist
Share
Job Location:
Orange, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
The Administrative Operations & Reporting Specialist providescompliance reporting and financial operations supportto ensure firm-wide accountability. This individual maintainsdata integrity across our CRM project management and time & billing systems producesemployee owner and firm-level performance reporting and ensurestimely execution of compliance and monitoring tasks. Success in this role depends on precision consistency and proactive issue-spotting. They will work closely with leadership finance and operations teams to keep the firms administrative rhythm disciplined and transparent.Core Responsibilities
Compliance & Monitoring
- Execute daily compliance filings and quality control reviews across project systems.
- Audit open tasks CRM entries and time entries to flag risks and issues.
- Monitor adherence to firm-wide operational standards and escalate exceptions.
Reporting & Analytics
- Produce and update employee/department/firm performance schedules charge hour reports and partner performance summaries.
- Maintain recurring reporting schedules (weekly monthly quarterly).
- Provide on-demand reporting support to leadership for special initiatives.
CRM & Data Quality
- Perform daily CRM updates (new leads stale lead cleanup opportunity tracking).
- Distribute department- and partner-level CRM reports.
- Ensure consistency and accuracy of data across platforms.
Project Management Office (PMO) / Special Project Support
- Prepare project charters work schedules and status updates.
- Track open items and prepare meeting agendas
Partner Group and Operational Support
- Prepare partner meeting reports weekly client marketing newsletters and recurring admin deliverables.
- Support onboarding checklists HR coordination and special projects as assigned.
- Assist in documenting and updating Standard Operating Procedures (SOPs).
Success Traits
- Compliance Mindset:Consistently enforces task and reporting discipline.
- Operational Discipline:Thrives in high-volume recurring workflows with precision.
- Analytical Attention:Spots inconsistencies in reports billing or CRM data.
- Cross-Functional Service:Supports partners finance marketing and HR without friction.
- Proactive Accountability:Flags risks delays or missing data before they escalate.
Technical & Experience Requirements
- AI Tools: Fluency in leveraging appropriate AI tools to enhance efficiency reporting and data management within daily workflows.
- AExcel & Reporting:Strong command of pivot tables formulas conditional formatting and data validation.
- CRM / PM Tools:Proficiency in Salesforce Microsoft Dynamics or equivalent CRM systems.
- Professional Services Context:Experience in compliance-heavy project-based environments.
- Education/Experience:24 years in administrative compliance or financial operations support.
Preferred Attributes
- Experience in professional services legal or financial advisory environments.
- Strong interpersonal skills and the ability to work independently with minimal supervision.
- Ability to manage multiple tasks efficiently under deadlines communicate issues timely and work in a dynamic environment.
- Flexibility to support special projects (learn new things on the job) and occasional extended hours.
Required Experience:
Junior IC
Key Skills
- Financial Services
- Information Technology
- Cost Control
- Corporate Risk Management
- Law
About Company
Talley, LLP is the premier consulting and financial services firm dedicated to advising high-net-worth individuals and their closely-held entities with strategic business solutions that deliver meaningful results.
