Client & Operations Coordinator•
Finance Location:
Onsite Salary:
Starting $47,000 based on experience
Schedule:
Monday-Friday | 9:00 AM
- 5:30 PM Client & Operations Coordinator
Finance Summary:
Express Professionals is seeking a Client & Operations- Finance to join a growing CPA and accounting firm in the Clermont area. This position is ideal for a motivated, self-directed professional with demonstrated success in a business environment and the ability to navigate workplace dynamics, communication protocols, and professional expectations confidently. Client & Operations Coordinator
•
Finance Responsibilities:
Serve as the primary point of contact for clients. Manage central email, phone calls and in-person contacts. Assist with client onboarding and account setup. Manage document intake and workflow tracking. Coordinate appointments and client communications. Support billing and administrative operations. Help ensure smooth daily office operations. Other tasks as assigned. What We're Looking For 3-5 years of professional office experience. Experience in an accounting, tax, legal, insurance, banking, medical administration or financial services office Direct client-facing experience Experience managing documents, schedules, deadlines, and confidential information Strong phone handling, email management, and follow-up skills Strong Microsoft Office skills Ability to work independently and anticipate needs This position is an excellent opportunity for motivated professionals eager to develop their expertise in finance operations while delivering exceptional client experiences.
Pay:
From $47,000.00 per year
Work Location:
In person