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Operations Coordinator
3 weeks ago
Virtus Client Advisory Services (CAS) is not your typical accounting group. Born from the desire to work more closely with entrepreneurs, non-profits, and specialized professionals, CAS becomes an extension of every organization we support and delivers outsourced accounting and advisory services through the latest in financial technology.
**The Position**The Operations Coordinator is a key role supporting both internal operations and client-facing processes. You’ll be the central hub that keeps workflows running smoothly, ensures follow-through on commitments, and manages the administrative and operational details that help our Controllers stay focused on client delivery.
**What You’ll Do**Client-Focused Responsibilities**
- Attend prospective client meetings and assist with onboarding and setup.
- Track and monitor weekly deliverables to ensure nothing slips through the cracks.
- Maintain client coverage schedules to ensure service continuity during employee absences.
- Review, report, and follow up on accounts receivable and support the billing process.
- Coordinate client recognition activities and contribute to a positive client experience.
**Internal Operations Responsibilities**
- Create and maintain templates, SOPs, and workflow tools.
- Update and manage tracking dashboards and KPIs.
- Serve as administrator for CAS software systems.
- Coordinate onboarding logistics for new team members.
- Participate in monthly marketing meetings and support team initiatives.
**What You’ll Bring**
- 8+ years of experience in administrative, operational, or coordinator roles — ideally within an accounting, finance, or professional services environment.
- Strong working knowledge of accounts receivable, payroll, and basic accounting principles.
- Demonstrated experience with reporting processes and Excel-based tracking tools.
- High proficiency with Microsoft Excel and cloud-based accounting software.
- Exceptional organizational and time-management skills, with the ability to juggle multiple priorities.
- Skilled at holding others accountable, constructively and ensuring consistent follow-through.
- Sharp attention to detail, with strong written communication skills - especially in documenting processes and procedures.
**Why work with us?**At CAS, people come first — our clients, our community, and our team. You’ll join a collaborative group of professionals who take pride in helping clients succeed while constantly finding ways to improve how we work.
We offer:
- Competitive compensation and a comprehensive benefits package.
- Health, wellness, and pension programs.
- Paid vacation and personal days.
- Parking and flexible work arrangements.
- Professional development opportunities to help you grow.
- A fun, connected workplace culture that values innovation and contribution.