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Find & Apply For Scheduler / Operations Coordinator Jobs in Webster, New York
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Client Services & Operations Coordinator
Job Description
Tripi & Peer is a local tax and accounting firm helping small businesses and individuals across the Rochester area. We handle tax preparation, bookkeeping, payroll, and tax planning, and we're growing. We're looking for an organized, people-first coordinator to be the friendly, reliable center of how our office runs. This isn't just a "sit at the front desk" job. You'll be the first point of contact for our clients and the person who keeps work moving behind the scenes. If you like helping people, bringing order to a busy inbox, and making systems work better, you'll fit right in. What you'll do Be the first point of contact for clients by phone, email, and our client portal, and answer questions or route them to the right person Manage client onboarding: engagement letters, document requests, and getting new clients set up in our systems Keep workflows moving in TaxDome by tracking tasks, following up on missing documents, and keeping deadlines on the radar Schedule appointments and manage partner calendars Process invoices and payments Help improve our processes, templates, and client communications as the firm grows Support the team during tax season with intake, organizing, and client follow-up What we're looking for 2+ years in an office, client service, or administrative role (accounting or professional services is a plus, but not required) Strong organizational skills and a real knack for follow-through Clear, friendly communication, both written and on the phone Comfortable with technology and quick to learn new software Discretion and good judgment with confidential financial information What we offer $18
•22/hr Health reimbursement through our
QSEHRA PTO
/ paid holidays / Friday's off in the Summer! A small, supportive team where your work is noticed and valued Room to grow as the firm grows To apply: Send your resume and a short note about why this role interests you to shawn@tripipeer.com.
Pay:
$18.00
•$22.00 per hour Expected hours: 25.0
•40.0 per week
Work Location:
In person
Benefits
- Paid Time Off (PTO)
- Dental Insurance