Customer Experience Team Leader
Guesty
Go
Project Operations Coordinator
BerryDunn — Assurance, Tax and Consulting
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $75,000 per year
Job Level
Mid-LevelSenior
Tech Stack
Go
About the role
- Provide project management and hands-on support primarily to the Commercial Practice Group Leader (PGL) and Principals.
- Assist in managing and driving business-critical initiatives and ensure consistency and collaboration within the organization.
- Track high-priority initiatives for the PGL, identifying obstacles, communicating progress, and coordinating with team members as necessary.
- Work closely with the Assurance, Tax, and Advisory Team Support Services (ATATSS) and Business Operations Team on cross-team projects.
- Build and maintain relationships with key internal and external contacts including C-level individuals in a professional, prompt, and proactive manner.
- Serve as a liaison between the PGL, Principals, and staff regarding project updates, proposals, and other key areas requiring input.
- Manage communication flow for the PGL, including handling emails, tracking requests, and highlighting urgent matters.
- Edit, proofread, and format internal and external communications, ensuring professionalism and clarity.
- Proactively manage calendars, resolve scheduling conflicts, and prioritize appointments to align with business priorities.
- Plan, organize, and execute travel itineraries and logistics for the PGL, ensuring alignment with corporate meetings and maximizing efficiency.
- Develop PowerPoint presentations and key messages for internal and external meetings, anticipating audience needs and incorporating key concepts.
- Support the preparation of speaking notes and key messages for presentations.
- Assist in the creation of reports, benchmarking, and other projects as designated by the PGL and Principals.
- Prepare meeting agendas, correspondence, and debriefs as needed.
- Support team meetings by taking notes, identifying action items, and ensuring follow-up and collaboration to complete deliverables.
- Maintain and organize files and records, ensuring accessibility and confidentiality.
- Help foster a strong team culture by coordinating regular team gatherings and engagement activities.
- Provide project support for key meetings, including planning, logistics, attendee coordination, and content creation.
- Assist in monitoring the Continuing Professional Education (CPE) plan for professional staff, including developing the annual staff training plan.
- Identify opportunities to enhance organizational effectiveness and provide proactive solutions to improve operations.
- Collaborate with other administrative and professional staff on projects as assigned.
Requirements
- Bachelor's degree or equivalent experience preferred.
- Proven experience in project management, executive support, or a similar role.
- Strong organizational and multitasking skills, with the ability to prioritize effectively in a fast-paced environment.
- Exceptional written and verbal communication skills.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, SharePoint, Teams) and Adobe Acrobat.
- Strong attention to detail and commitment to high-quality work.
- Demonstrated ability to take initiative and look for ways to improve processes.
- Ability to handle confidential information with discretion and professionalism.
- Excellent interpersonal skills and the ability to build relationships at all levels of the organization.
