A Scheduler or Operations Coordinator provides scheduling and logistical support for an office, company or organization. May specialize in scheduling required for production or for administrative work.
$45,000-$60,000 per year (based on experience) About Us N Financial Plans is a rapidly growing fee-only financial planning, tax, bookkeeping, and fractional CFO firm located in Huntington, NY. We're looking for someone who genuinely enjoys organization, paperwork, and making sure nothing falls through the cracks. If you're the type of person who color-codes your calendar, likes checking things off a to-do list, and gets satisfaction from turning chaos into order, you'll probably love this position. This role is perfect for someone looking to build a long-term career. As our firm continues to grow, there will be opportunities to take on more responsibility, learn bookkeeping and accounting, become QuickBooks Online Certified, and grow into operations or accounting roles over time. What You'll Do You'll help keep the business running smoothly by handling the administrative work that allows our advisors and accountants to focus on serving clients.
Responsibilities include:
Preparing new client onboarding paperwork Following up with clients for signatures and missing documents Managing calendars and scheduling appointments Organizing electronic and physical client files Completing custodian paperwork with firms such as Charles Schwab Calling the IRS, state tax agencies, financial institutions, and other organizations on behalf of the firm and waiting on hold when necessary Tracking paperwork through completion and following up until issues are resolved Assisting with compliance documentation, manuals, and regulatory paperwork Preparing letters, forms, spreadsheets, and other documents using Microsoft Word and Excel Helping improve office organization and internal workflows Assisting with other projects as the firm continues to grow QualificationsRequired Strong organizational skills Excellent attention to detail Comfortable using Microsoft Word, Excel, Outlook, and Adobe Acrobat Strong written and verbal communication skills Ability to manage multiple projects at once Ability to work independently and solve problems Positive attitude and willingness to learn Comfortable making professional phone calls Preferred Experience in hospitality, restaurants, retail management, banking, customer service, or another fast-paced environment Experience in an office or administrative role Experience working with confidential information Experience with CRM software or document management systems No accounting experience is required. Who Will Succeed Here The best person for this job is someone who enjoys being the person everyone relies on. You don't mind paperwork. In fact, you actually enjoy organizing it. You're comfortable calling government agencies, banks, and vendors. You don't get frustrated sitting on hold because you know getting the answer is part of the job. You notice details that other people miss. You like keeping lists, staying organized, and making sure every project gets finished. Most importantly, you're excited to learn. Over time, we'll invest in your professional development by teaching you bookkeeping, accounting, and office operations. As your responsibilities grow, your compensation will grow with them. Compensation & Benefits $45,000-$60,000 annual salary depending on experience 401(k) Paid vacation and holidays Paid training and professional development Opportunities for advancement as the firm grows Potential to become QuickBooks Online Certified and take on accounting responsibilities in the future How to Apply Please submit your resume along with a brief note telling us why you're interested in this position. In your application, we'd also love to know: Tell us about a time you had to juggle multiple priorities at once. What types of work do you enjoy most? What software programs are you most comfortable using? Why are you interested in joining a growing small business rather than a large corporation?
Pay:
$45,000.00 - $60,000.00 per year
Benefits:
401(k) 401(k) matching Flexible schedule Paid time off Parental leave Professional development assistance Retirement plan Ability to
