Engagement Operations Specialist
About The Position
We are seeking a talented and motivated Engagement Operations Specialist to join our Engagement Operations team supporting our Assurance service line. This role will be based primarily out of our Akron, Ohio office. Our Engagement Operations Services team provides centralized operational support to engagement teams across the Firm. Partnering closely with the Assurance service line, this role focuses on driving efficiency, enhancing quality, and supporting margin optimization in the delivery of client services. With a continuous improvement mindset, the team is committed to strengthening processes and delivery quality through innovation, collaboration, and ongoing learning. Responsibilities may vary throughout the year based on business cycles and include: Preparing engagement letters Processing electronic engagement letters and correspondence using DocuSign Managing electronic document tracking and agreements Preparing and reviewing consents and coordinating communication with administrators Editing, formatting, and finalizing Board Books Preparing Board Books and related correspondence Handling a variety of recurring and ad hoc requests as business needs arise
Requirements
- 1–3 years of experience in a business operations, administrative, or professional services support role
- Strong proficiency in Microsoft Word and Excel; overall strong computer skills
- Exceptional attention to detail with strong organizational skills
- Growth-oriented, problem-solving mindset
- Ability to stay focused and organized in a fast-paced, deadline-driven environment
- Proven ability to manage multiple priorities simultaneously
- Excellent interpersonal, written, and verbal communication skills with a collaborative, team-oriented approach
- Flexibility to work overtime during peak periods, including some evenings and Saturdays
Responsibilities
- Preparing engagement letters
- Processing electronic engagement letters and correspondence using DocuSign
- Managing electronic document tracking and agreements
- Preparing and reviewing consents and coordinating communication with administrators
- Editing, formatting, and finalizing Board Books
- Preparing Board Books and related correspondence
- Handling a variety of recurring and ad hoc requests as business needs arise
Benefits
- time off outside of your standard PTO to give back to the community
- annual discretionary merit increases and bonuses
- talent development resources to tap into growth opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
