Shopping Cart
User Login 
Operations Support Coordinator
Overview
Operations Support Coordinator (Remote | 25+ Hours/Week)
Support a fast-paced, heart-centered accounting firm making a difference for business owners.
Are you a proactive, detail-obsessed administrative professional who thrives in a fast-paced environment? Do you love making a business run smoothly behind the scenes, checking off your to-do list, and finding ways to improve systems? Wolfe, a growing boutique accounting and advisory firm, is looking for an Operations Support Coordinator who takes ownership, solves problems, and brings positive energy to every task.
This role is perfect for someone who takes pride in being the go-to person. Someone who loves supporting a business owner by anticipating needs, managing the day-to-day details, and making life easier with every task completed. If this work lights you up, we want to meet you.
Key Responsibilities: –
– Manage the owner’s calendar and coordinate Zoom/in-person/internal meetings
– Handle weekly invoicing, billing, and payment processing
– Track unpaid invoices and follow up with clients to ensure timely payments
– Support revenue goals by keeping billing and tracking current
– Code transactions in QuickBooks Online and manage occasional bill payments
– Maintain and update client data, spreadsheets, trackers, and the Master Client List
– Manage time entry system and ensure folders are set up each month
– Support onboarding of new clients and update records as clients offboard
– Strategic planning for firm growth and setting up sustainable processes
– Coordinate travel and book team-building events and activities
– Support social media efforts and respond to website inquiries
– Conduct internal and client-related research to keep the company competitive
– Lead 1099 filing annually, including data collection and submissions
– Manage yearly engagement letters and rate assessments
– Coordinate quarterly appreciation gifts for clients
– Follow up internally on tasks and project items
– Identify and recommend improvements to systems and processes
– Keep client files organized, up-to-date, and clearly formatted with relevant info