Operations Coordinator

Before we dive into responsibilities and qualifications, let’s talk about you. Are you the type of professional who thrives on keeping everything — and everyone — on track? Do you take pride in making sure the team has what they need when they need it, so work flows smoothly without chaos? Do you enjoy being the person who makes operations click by organizing tasks, managing calendars, supporting clients, and keeping things moving behind the scenes?

If so, you might be the perfect fit to join Right Choice Accounting Solutions as our new Operations Coordinator. You’ll play a key role in keeping our team aligned, our workflows clean, and our clients supported.

Right Choice Accounting Solutions helps professional service providers maximize their profits while saving A LOT in taxes! We offer a full-service accounting and tax solution that makes life easier for our clients - and we’re known for delivering results.

We specialize in Client Advisory Services (CAS), monthly financial reporting, bookkeeping, tax strategy, tax preparation, payroll support, and much more. We bring expertise, personality, and excellence to everything we do - and our clients love us for it!

Proudly family-owned and CPA-led, we’re not just about the numbers; we’re about the people. And to top it all off? We pass the “vibe check” every time.

The Operations Coordinator is the glue that holds our administrative, operations, and customer service teams together, playing a pivotal role in driving company growth. At Right Choice, this is the person who ensures that all the people and processes just “work.” This role blends high-level communication with top-tier organization to keep everything running smoothly every day. If you’re a super-organized, top-notch communicator who thrives on ensuring everyone is on the same page and delivering an unforgettable client experience, this is the role for you!

Administrative Operational Support

●     Manage company calendars — scheduling, rescheduling, and protecting team time

●     Monitor company inboxes and route messages appropriately

●     Create and update tasks inside the project management system (ClickUp)

●     Ensure tasks move through the workflow and follow up with team members

●     Prepare meeting agendas and take notes for internal/external meetings

●     Convert meeting notes into tasks and ensure follow-through

Client Success Support

●     Handle new client onboarding — documents, setup, software, internal tasks

●     Follow up with clients when the team needs information

●     Respond to non-technical inquiries to keep clients up to date

●     Provide warm, professional communication that reflects our brand

Office Management

●     Act as first point of contact for phone calls and walk-ins, and guests

●     Maintain a smooth and professional office experience

●     Manage supplies, mail, deliveries, and light office tech troubleshooting

●     Prepare rooms for client meetings or team sessions

Light Administrative Sales Support

●     Follow up with warm leads via email/phone when requested

●     Send pre-written templates/scripts in CRM

●     Make appointment reminder calls

●     Assist with lead tracking and organization

Experience & Skills

●     2–3 years in an administrative, operations, or office coordination role

●     Experience using ClickUp or other project management tools

●     Strong track record of keeping teams organized and on schedule

●     Strong tech-savvy — able to learn new software quickly and operate independently

●     Confident communicator (phone, email, and in-person)

●     Strong notetaking and task-creation ability

●     Able to juggle multiple moving parts without dropping details

Personality & Fit

●     Warm, professional presence — especially for client-facing moments

●     Calm under pressure; steady and reliable

●     Proactive — sees what needs to be done and does it

●     Comfortable enforcing process (kind but firm)

●     Team-first mindset — protects the time of leadership and accountants

●     Authentic, confident, and aligned with Right Choice values

Education

●     Bachelor’s degree preferred — but not required

Let’s be honest—who really needs an 8-hour workday every single day? Not us! Even on in-office days, once the work is done, so are you. We value results over hours!

This is a part-time, in-office role, with core hours of 9:00 AM – 3 PM, Monday through Friday. Everyone is available between 10 AM – 3 PM for meetings and collaboration, but we’re not clock watchers. If logic (and your workload) says it’s time to go, then it’s time to go!

Our phone systems are “live” between 9:30 AM – 4 PM, but for project work? Whether you finish it at 4 PM or 8 PM, we don’t mind—just meet your deadlines. Show up on time for scheduled meetings, be available during core hours, and get the job done. Simple as that!

Benefits

●     Competitive compensation.

●     Flexible work schedule.

●     All major holidays off (plus a few extras).

●     Opportunity to play a key role in a growing company.

●     Inclusive, fun, and family-oriented culture.

●     And much more!

Note: Benefits for part time roles may vary according to company policy.

1. Hourly Rate: This role pays a competitive $25 - $30 hourly, with a lot of room to grow as we grow!
2. Probationary Period: A 90-day probationary period allows us to assess performance, cultural fit, and alignment with company goals. Throughout this period, you’ll receive opportunities for feedback and development to set you up for long-term success. We use this time as our opportunity to ensure that the role is a great fit while allowing you to shine!

Ready to take the next step in your career? Here’s how to apply:

1. Submit your application on our website.
2. We’ll review your resume and application ASAP.
3. If we’re interested, we’ll email you with the next steps in the process.

Note: We’re filling this position ASAP, so don’t wait!