Operations Coordinator Finance Jobs

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Client and Operations Coordinator - Finance

Express Employment Professionals Clermont FL Clermont, FL

Clermont, FL

Today

$47k+/yr Full time Accounting Client Coordinator Client Relations

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Job Description

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.

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