Advisory Support Coordinator

KSM•Indianapolis, IN

About The Position

The Advisory Support Coordinator is an essential team member providing administrative, operational, and client service support within the Transaction Advisory Services practice. This ideal candidate will be proactive, organized, and detail-oriented, capable of managing various tasks, maintaining internal systems, and coordinating across teams. Strong communication and multitasking skills are essential.

Requirements

3+ years of administrative or operational experience, preferably within finance, or a professional services firm
Strong organizational and time-management skills
Excellent and proactive written and verbal communication
Proficient in Microsoft Office Suite, especially Excel, Teams, and Outlook
Ability to multitask and manage competing priorities in a fast-paced environment
Detail-oriented with a focus on accuracy
Proactive problem-solver with a customer-service mindset
Ability to handle confidential information with professionalism
Strong collaboration skills and ability to work across multiple teams

Responsibilities

Oversee new client entry and system management, including document and client database systems; create and manage client records, track job statuses, update systems regularly, and ensure timely cleanup and compliance
Manage shared inboxes to ensure seamless team-wide communication
Order and manage catering for meetings, lead event planning and execution for group events, organize internal networking meetings, and handle logistics for group meetings
Oversee meeting logistics, including agenda review, scheduling, room setup, food and drink arrangements, and technical support, and act as the primary event contact
Prepare and process client engagement letters, scope of work documents, and nondisclosure agreements ensuring accuracy and compliance
Oversee new hire onboarding processes, including task tracking, meeting scheduling, and supplemental materials are provided
Submit external CPE requests, obtain documentation for internal training, and liaise with KSM Learning for process updates
Arrange travel bookings, including flights, accommodations, and transportation
Prepare and submit department credit card expense reports
Complete unique tasks or special assignments as requested, demonstrating adaptability and problem-solving skills
Provide support with quarterly reviews, including preparation and organization of related documentation
Address team requests, work closely with advisory team members, and support various projects and initiatives