Administrative Coordinator Advisory & Tax Team

• Prepare distribute and track client agreements and electronic signatures.
• Set up new client accounts and maintain accurate client records across company systems.
• Assist clients with document requests information gathering and account updates.
• Communicate important deadlines reminders and next steps through phone email and mail.
• Coordinate the collection of client information and required documentation.
• Schedule and support meetings follow-ups and ongoing client communications.
• Respond to client questions and concerns in a timely professional and helpful manner.
• Build strong working relationships with clients and internal team members.

• Review information for accuracy and completeness before processing.
• Monitor the status of key client deliverables and follow up as needed.
• Help resolve processing issues and coordinate solutions with internal teams.
• Track important documents correspondence and client requests.
• Maintain organized records and ensure documentation is handled according to company procedures.
• Support compliance-related administrative processes and recordkeeping requirements.

• Track projects assignments and deadlines to ensure work is completed on time.
• Prepare and maintain status reports to help monitor team workload and progress.
• Coordinate document distribution through both digital and traditional channels.
• Monitor workflow queues and help keep projects moving efficiently.
• Assist with document management scanning and electronic filing processes.
• Identify opportunities to improve processes and enhance team efficiency.

• Associate degree or equivalent combination of education and professional experience.
• Previous experience in administrative support client service project coordination operations legal support financial services or a related field preferred.
• Proficiency with Microsoft Office including Outlook Word and Excel.
• Strong written and verbal communication skills.
• Ability to build positive relationships and provide excellent customer service.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Detail-oriented with a commitment to accuracy and quality.
• Comfortable learning and using new technology and software systems.
• Ability to handle confidential information with professionalism and discretion.
• Strong problem-solving skills and sound judgment.
• Self-motivated dependable and eager to learn.
• Positive attitude and ability to work effectively both independently and as part of a team.

No tax industry experience No problem.

We welcome candidates from a variety of backgrounds including administrative support legal services banking financial services customer success office management project coordination and operations. If youre highly organized and thrive in a fast-paced environment wed love to hear from you. We provide training on our industry-specific processes and systems.