Operations Coordinator


  • Review all firm processes and gather feedback from relevant staff members to identify potential controls and improvements in an effort to increase efficiencies
  • Work with Operations Senior Manager to implement efficiency-enhancing measures
  • Provide support & assistance throughout various silos and workflows of the business on a day to day basis within the Operations function of:
    • Client and staff onboarding
    • Client and staff offboarding
    • Renewal of client engagements
    • Capacity Management
  • Review client portfolio with respect to processes in place, propose and implement adjustments to improve client experience
  • Build, review, maintain and analyze Business Performance metrics
  • Build, review & maintain standard operating procedures, firm manuals and client knowledge bases
  • Prepare & maintain staff training documents
  • Develop and implement contingency plans to address unforeseen challenges or disruptions in operations.
  • Research and evaluate emerging technologies, implement new technologies in which the firm may benefit
  • Other ad-hoc projects on a request basis by Partners

Experience Required

  • A bachelor’s degree in business administration, finance, accounting or related field is preferred
  • 3 to 5 years experience working in a Operations role
  • An effective communicator, both written and spoken
  • The ability to manage and prioritize multiple tasks effectively
  • Strong organizational and time management skills
  • The ability to identify issues and implement effective solutions
  • Proficiency using Project Management, automation and cloud accounting applications
  • Experience in coordinating and managing projects, ensuring they are delivered on time
  • A professional designation relevant to the role are considered an asset (CPA, MBA etc)
  • Experience working in a Professional Service firm is considered an asset