Internal Operations Coordinator is responsible for support of the Operations Director, Finance- STAR Champion, Service Processing Coordinator, Impact/People Coordinator, Marketing/CRM Coordinator, and other professionals and para-professionals. S/he is also responsible for front office management.
Front Office Management:
Answer phones, as needed (coordinate with other offices)
Manage front desk hosting for clients and guests
Manage parking needs for guests
Coordinate all mailing – add charges to STAR by client
Printing, binding of all deliverables
Maintain the production room including all supplies & copier needs
Assist with offsite file needs
Conference Room Management:
Coordinate all food orders, and clean up thereafter
For any conference room booked – proactively inquire of what is needed
Assist with booking additional space as needed
Ensure the rooms are reset (chairs) nightly
Coordinate L&D needs with Impact/People Coordinator
Peak Season Assistance:
Support Tax Processing Coordinator and tax services team
Manage scans of tax organizers and distribute to the team
Assist with assembly and delivery as needed
Prepare certified mailings
Engagement Team Assistance:
Attend to various tasks for our engagement teams through a task management system in Outlook
Travel arrangements and research
Research for venues for events, dinners, etc.
Ad hoc needs of our teams
Creates financial statements, management letters, engagement letters, and reports for staff, usually from rough draft, and edits for grammar, punctuation, and spelling as needed.
Proofreads and coordinates the assembly of client financial statements.
Sorts and files office copies of financial statements or other documents efficiently, purging outdated files as needed.
Assists with development and proposals as needed.
Work with Marketing/CRM Coordinator to enter in all contacts and opportunities
Assist with proposals – creation, finalization and delivery
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.