Operations Associate jobs in United States
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Archer Lewis · 2 months ago

Operations Associate

Archer Lewis is one of the fastest-growing accounting firms in the nation, dedicated to helping local businesses focus on their passions. The Operations Associate plays a key role in ensuring smooth day-to-day operations, supporting the Office Manager, and interacting with clients and staff.

AccountingBookkeeping and PayrollConsultingFinancial ServicesTax Preparation

Responsibilities

Provide excellent client service through timely and professional phone and email correspondence
Support the Office Manager with administrative and operational tasks, including scheduling, document management, and internal communications
Maintain and update client databases, ensuring accuracy and confidentiality
Assist with project workflow management, including tracking deadlines and deliverables
Coordinate incoming and outgoing client documents (electronic and physical)
Help with office organization and supply management
Support seasonal needs such as tax-season client intake, file preparation, and workflow tracking

Qualification

Client service skillsDatabase managementProject workflow systemsMicrosoft Office SuiteMulti-taskingAttention to detailOrganizational skills

Required

Strong communication and client-service skills (professional phone and email etiquette required)
Excellent attention to detail, organization, and follow-through
Ability to manage multiple priorities and deadlines, especially during high-volume periods
Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new systems

Preferred

Prior experience in a professional office setting preferred; experience in accounting, finance, or other service industries is a plus
Experience with database management or project workflow systems (e.g., CRM, task-tracking software) is desirable

Benefits

Flexible Paid Time Off (FTO)
Medical Insurance
Dental Insurance
Vision Insurance
100% Employer-Paid Short-Term Disability Insurance
100% Employer-Paid Long-Term Disability Insurance
Health and Wellness Resources
Career Development and Continuing Education Opportunities
Collaborative, Growth-Oriented Work Environment

Company

Archer Lewis

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Archer Lewis offers accounting, bookkeeping, tax preparation, consulting, and business valuation.