Operations Specialist

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Responsibilities Assists on multiple transactions to develop pre-sale documents, bond sale documents, including the development of an official statement, and post-sale documents. Performs advanced administrative duties including word processing functions, edit, proof, data entry, maintain & update files. Schedule meetings, appointments and maintain calendars. Schedule and prepare conference rooms. Schedule training events and coordinate events on online platforms. Assist with development of procedures to assist with regulatory compliance and gather documentation for compliance files. Assistance with the development and maintenance of SharePoint sites and SmartSheets Assistance, as needed, with client billing Assist with and maintain bond sale database Serve as a technical resource for the team with bond sale questions General administrative tasks that may arise. Qualifications 2-3 years administrative support experience Associates or Bachelors Degree, strongly preferred Proficiency in Microsoft Office suite Preferred knowledge of Software- Caseware, Teams, SharePoint, SmartSheets, Ability to work overtime as needed and limited weekends as needed Detail orientated and ability follow directions/procedures required Ability to prioritize multiple assignments from multiple people Problem-solving skills Excellent customer service and client focused skills Excellent organizational skills and ability to manage through competing priorities Demonstrates exceptional attention to detail, care, and accuracy in completing tasks. Ability to work independently to follow directions and proceduresAssists on multiple transactions to develop pre-sale documents, bond sale documents, including the development of an official statement, and post-sale documents. Performs advanced administrative duties including word processing functions, edit, proof, data entry, maintain & update files. Schedule meetings, appointments and maintain calendars. Schedule and prepare conference rooms. Schedule training events and coordinate events on online platforms. Assist with development of procedures to assist with regulatory compliance and gather documentation for compliance files. Assistance with the development and maintenance of SharePoint sites and SmartSheets Assistance, as needed, with client billing Assist with and maintain bond sale database Serve as a technical resource for the team with bond sale questions General administrative tasks that may arise.2-3 years administrative support experience Associates or Bachelors Degree, strongly preferred Proficiency in Microsoft Office suite Preferred knowledge of Software- Caseware, Teams, SharePoint, SmartSheets, Ability to work overtime as needed and limited weekends as needed Detail orientated and ability follow directions/procedures required Ability to prioritize multiple assignments from multiple people Problem-solving skills Excellent customer service and client focused skills Excellent organizational skills and ability to manage through competing priorities Demonstrates exceptional attention to detail, care, and accuracy in completing tasks. Ability to work independently to follow directions and procedures