Client and Operations Coordinator - Finance

Express Employment Professionals Clermont FL is hiring an on-site Client & Operations Coordinator - Finance for a growing CPA and accounting firm in the Clermont area. In this role, you will function as a central client contact while supporting finance-focused onboarding, document processing, scheduling, billing support, and day-to-day office operations.

This position is based in Clermont, FL 34711 and is offered at a salary of $47,000 per year. The firm is seeking someone with 3 years of professional office experience who can manage client communications and operational workflows with accuracy and discretion.

Key Responsibilities

• Act as the primary point of contact for clients
• Handle and manage central email, phone calls, and in-person client interactions
• Assist with client onboarding and account setup
• Manage document intake and support workflow tracking
• Coordinate appointments and maintain timely client communications
• Support billing and other administrative operations
• Help ensure smooth daily office operations
• Complete other tasks as assigned

Requirements

• 3 to 5 years of professional office experience
• Experience in a relevant office environment such as accounting, tax, legal, insurance, banking, medical administration, or financial services
• Direct client-facing experience
• Proven ability to manage documents, schedules, deadlines, and confidential information
• Strong phone handling, email management, and follow-up skills
• Strong Microsoft Office skills
• Ability to work independently and anticipate needs

Technology

• Microsoft Office

Schedule/Work Setup: This is an in-person role.

Compensation: Salary starts from $47,000.00 per year.