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Cohen & Co · 1 day ago

Engagement Operations Specialist

US-OH-Akron

Full-time

Hybrid

Entry Level

1+ years exp

Cohen & Co is seeking a talented and motivated Engagement Operations Specialist to join their Engagement Operations team supporting the Assurance service line. This role focuses on driving efficiency, enhancing quality, and supporting margin optimization in the delivery of client services through centralized operational support.

AccountingConsultingFinancial Services

Growth Opportunities

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

Qualification

Microsoft WordMicrosoft ExcelBusiness operations experienceAttention to detailOrganizational skillsProblem-solving mindsetCommunication skills

Required

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

Benefits

Comprehensive and competitive Total Rewards package

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

Company

Cohen & Co

Glassdoor3.8

Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.

Founded in 1997

Cleveland, Ohio, USA

501-1000 employees