Customer Support & Office Operations Coordinator

Customer Support & Office Operations Coordinator Online Accounting, LLC Boise, ID Job Details Full-time $22 - $24 an hour 1 day ago Benefits Health insurance Paid time off 401(k) matching Qualifications Record keeping Teamwork Maintaining an organized workspace Phone communication Event coordination Administrative experience (1-2 years) Workflow management (operations management method) Event planning Administrative experience Organizational skills Clerical experience Office management Appointment scheduling Administrative experience (3-5 years) Communication skills Entry level Under 1 year Client interaction via phone calls Full Job Description Be the Person Who Keeps Everything Running Smoothly At Online Accounting, exceptional client service depends on strong organization, clear communication, and reliable follow-through. We are looking for someone who naturally enjoys helping others, staying organized, and making sure nothing falls through the cracks. This role supports both our clients and our internal team — primarily through email communication, workflow tracking, and administrative coordination. Most client communication happens through email, portal messaging, and phone, with occasional in-person interactions. If you enjoy structure, helping people, and keeping things organized behind the scenes, this role may be a great fit for you. Why This Role Matters This role helps ensure: ✔ Clients receive timely responses ✔ Documents are tracked correctly ✔ Workflows stay organized ✔ Employees get the support they need ✔ The office runs smoothly You won't just complete tasks — you'll help create a reliable and professional experience for clients and teammates.

This Role Is Perfect For Someone Who Naturally:

✔ Takes ownership of responsibilities ✔ Follows through without reminders ✔ Stays organized even when busy ✔ Communicates clearly and professionally ✔ Notices details others miss ✔ Enjoys helping people ✔ Keeps track of many moving parts Strengths That Fit This Role Well We use strengths-based hiring and development. The following strengths often succeed in this role:  Responsibility — You take ownership and follow through  Arranger — You enjoy coordinating moving parts  Communication — You express ideas clearly  Empathy — You understand client and team needs  Positivity — You bring steady encouragement  Relator — You build trusted relationships  Harmony — You help teams work smoothly You don't need all of these — but several should sound like you.

Primary Responsibilities:

Customer & Client Support  Respond to client emails professionally and promptly  Assist clients with portal access and document uploads  Answer phone calls and route requests appropriately  Follow up with clients for missing information  Maintain professional communication with clients Workflow & Tax Support Coordination (One of the Most Important Parts of This Role)  Track incoming client documents  Assign workflow templates in our system  Notify team members when documents arrive  Maintain accurate workflow checklists  Keep client records organized This role plays a key part in keeping tax work moving forward. Office Administration  Schedule client meetings and manage calendars  Maintain office organization  Order and track office supplies  Provide basic technology assistance  Support team members with administrative needs Team & Event Coordination  Help organize team-building events  Coordinate internal celebrations  Support company meetings and activities  Track event logistics Work Schedule  Full-time, in-office position  Monday-Friday  Start time: 8:00 AM  Typical workload: 36-40 hours per week  Efficiency is valued — overtime is rarely required This schedule works best for someone who prefers structured mornings and consistent routines.

Requirements:

 Minimum 3 years of administrative, customer service, or office support experience  Strong written and verbal communication skills  Excellent organization skills  Strong attention to detail  Ability to manage multiple priorities  Comfortable learning new technology systems  Reliable and dependable  Professional demeanor Preferred Experience (Not Required)  Customer service experience  Administrative support experience  Experience supporting professional teams  Event coordination experience  Experience with scheduling or workflow tracking Our Culture At Online Accounting, our work is guided by four core values: Passion — We love helping people Prestige — We take pride in excellence Kaizen — We are always improving Ohana — We support each other like family We believe strong teams are built on: ✔ Reliability ✔ Communication ✔ Teamwork ✔ Respect Why People Enjoy Working Here ✔ Supportive team environment ✔ Clear expectations ✔ Organized workflows ✔ Opportunities to learn and grow ✔ A culture that values people and relationships Our Hiring Process We follow a structured hiring process to ensure the right fit: 1. Application Review 2. First Interview 3. Panel Interview 4. Skills Assessment 5. Reference Check 6. Offer How to Apply Please submit:  Your resume  A brief cover letter explaining why this role interests you

Pay:

$22.00 - $24.00 per hour

Benefits:

401(k) matching Health insurance Paid time off

Work Location:

In person