Practice Operations Specialist
Core
Support strategic initiatives, coordinate operational activities, and facilitate communication across departments for partner leadership and the New York colleague team.
Role type
Practice Operations Specialist/Manager
Builds
Operational efficiency and strategic execution for family office, trust & estate, and tax analysis services
Domain
Professional services (family office, trust & estate, tax)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
project coordination, cross-functional team support, financial reporting, data analysis, process improvement, business development support, client relationship coordination, meeting facilitation, document management, wire coordination
Preferred skills
professional services experience, client-facing environment experience
Technologies
data analysis and financial reporting tools
Responsibilities
Support strategic planning and business initiatives by coordinating project activities and tracking progress; Assist in coordinating communication between executives and departments regarding program implementation; Support practice financial tracking and reporting activities; Assist in monitoring practice growth metrics and contribute to growth strategy discussions; Identify opportunities to streamline processes and improve operational efficiency; Support business development activities and client relationship initiatives; Coordinate communication between partners, colleagues, and senior leaders regarding project updates, employee engagement, and operational matters; Support daily operations of the practice, including coordinating monthly practice meetings, completing new account documents and subscription documents, and facilitating wires
Seniority
Mid-level, hands-on IC