Operations Assistant

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

The Finanical Services industry group is seeking an Operations Assistant based out of our NY or any of NJ our office locations. This role will be an integral position in the Financial Services practice area and the person will work closely with our teams to ensure accurate and timely communications, coordination of meetings and schedules, maintaining a project file for the service teams, and ensuring that projects are completed efficiently and within the required timeframe. 

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time: 

• Applying independent judgement and decision-making skills to address client needs within project scope and budgetary guidelines
• Establishing and implementing strategic tracking and reporting systems to ensure project completion according to specifications, budgets, and timelines
• Responsible for utilizing tracking materials through our project management teams to actively engage team members to move the projects forward to completion
• Leading communication efforts with internal stakeholders on an ongoing basis
• Establishing appropriate times frames and coordinating meetings and schedules
• Developing, implementing, and managing project scope plans according to deadlines and budgetary requirements
• Responsible for running and analyzing reports from our scheduling software
• Assisting with other duties as needed

The Kinds of People We Want to Talk to: 

• Required Education Level: Bachelor’s degree
• Required Years of Experience: 1-2 years’ experience preferred
• Strong personal and communication skills both written and verbal; ability to develop relationships with clients and be a go to contact; able to adapt to a variety of styles and personalities.
• Great organizational skill
• Ability to work with several technology platforms including Microsoft Office suite and learn our project management platform
• Responsive and ability to manage multiple projects and communications simultaneously
• Excellent attention to detail; ability to multitask and adapt to shifting needs and priorities.
• Reliable, productive, and self-motivated; able to work well under pressure.
• Able to learn and adapt to new and complex procedures quickly.
• Excellent time management skills.
• Needs to have intermediate skills in Microsoft Excel

The compensation for this position will vary by location. If you reside in New York, the ranges are from $65,000 to $75,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because they are a protected veteran. 

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