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Job Description & How to Apply Below
Overview
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Baker Tilly is a leading advisory and accounting firm focused on delivering outcomes for clients and communities. We are seeking a temporary Administrative Coordinator to join our team. This role supports a collaborative, professional environment and contributes to meaningful client deliverables and operations.
Responsibilities- Communication & Client Service
- Support client onboarding by identifying and resolving intake challenges.
- Communicate clearly in written and verbal formats; tailor communication to the audience and provide status updates.
- Handle routine inquiries, resolve issues within scope, and escalate when necessary.
- Task & Time Management
- Provide backup for reception and general admin duties as needed.
- Organize meetings and events.
- Research, collect, and distribute materials for meetings.
- Support month-end billing: time reporting, invoicing, payments, and deposits.
- Document Preparation & Quality Assurance
- Prepare client correspondence including tax and financial packages.
- Independently prepare organized and accurate client deliverables, ensuring thorough proofreading and quality checks for accuracy, formatting, and completeness prior to distribution.
- Identify potential errors and maintain attention to detail within context.
- Update master templates via Case Ware.
- Data & Information Management
- Keep files organized and compliant, following naming conventions and version control.
- Maintain confidentiality and adhere to privacy and security protocols.
- Maintain internal database integrity.
- Professionalism & Ethics
- Uphold ethical standards and exercise sound professional judgment.
- Collaborate effectively with team members and support a positive work environment.
- Technical Skills
- Proficiency with firm-approved tools and platforms, including Office 365, Case Ware, Adobe eSign, iFirm Tax Prep, and iFirm Client Portal, with adherence to cybersecurity and secure data handling protocols.
- Post-secondary education.
- Minimum 1 year of relevant experience in administration or client service.
- Strong written and verbal communication skills with professional email etiquette.
- Effective task management, prioritization, and deadline adherence.
- Attention to detail, quality assurance, and file management.
- Good judgment and discretion with sensitive information; privacy and security awareness.
- Collaborative and service-oriented approach with stakeholders and clients.
- Comfortable with digital platforms and workflows; eager to learn modern technologies.
- Ability to manage multiple deliverables efficiently, autonomously and as part of a team.
- Professionalism, integrity, tact, and a positive attitude.
- Self-directed learner who takes initiative and direction.
- Job Type: Temporary for 12 months with the possibility of an extension.
- Location:
100% in office. - Schedule:
Monday to Friday, 8:30am–5:00pm and Saturdays in April from 9:00am–1:00pm. - Compensation: $29 - $31 per hour.
- Baker Tilly GWD LLP is an equal opportunity employer. We are committed to an inclusive work environment and encourage applications from all qualified candidates. Accommodation is available upon request through our recruitment and selection process.
- Position Status:
This job posting is for an existing vacancy within our organization.
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