Advisory Operations Coordinator

About Us Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service. About the Position If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. The Business & Technology Advisory (BTA) Operations Coordinator works closely with internal teams to streamline operations, manage project logistics, and maintain accurate documentation and processes. They also coordinate directly with external clients by preparing proposals, engagement letters, billing information, and ensuring high-quality service delivery. A successful candidate will be a motivated self-starter with the ability to multitask and complete assignments within time constraints and deadlines. Competencies and Position Requirements Dedicated to high-caliber client service Provides administrative support including meeting minutes and project management to Business and Technology Advisory team Manages internal calendars, scheduling meetings and booking travel arrangements when necessary Regularly reviews BTA Way documentation and updates periodically to maintain best practices Organizes and manages client files on Teams and the I:Drive In collaboration with marketing, assists in drafting proposals to clients Drafts and/or reviews engagement letters prior to sending them to reports Supports with Smartsheet dashboard and project plan development including budgeting Schedules resources for projects in STAR considering budget and calendar constraints Reconciles budget to actual project spend weekly Prepares billing information and summaries for clients Identifies event opportunities and supports in coordination and execution Reviews and ensures marketing materials are accurate and up to date Serves as department lead for coordinating new hire onboarding schedules and maintaining communication and support post-hire Communicates to the team regarding firm mid-year and annual review requirements and deadlines Supports in scheduling reviews, goal check-ins, and other performance related meetings Collaborates with HR in development of learning paths for team members based on role and promotion timeline Develop and maintain an annual training opportunity for the team Education and Experience 2 or more years of relevant administrative experience in a professional service setting or 5 or more years of customer service experience Associate degree preferred; high school diploma required Experience with all MS Office applications including Word, Excel, PowerPoint, and Outlook Experience with related software preferred but not required; Smartsheet, STAR, and Microsoft CoPilot Strong organizational skills and attention to detail Effective oral and written communications skills Willingness to take initiative with the ability to work independently Work Environment Hybrid work environment Supportive and collaborative culture BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including: 20 days paid time off, 5 sick days, 11 paid holidays 6-week paid parental leave Health, Dental, Pet, Vision, Disability and Life Insurances 401(k) Plan with company match Profit Sharing Plan Business-casual office environment Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.

Created: 2026-03-04