Virtus Client Advisory Services (CAS) is not your typical accounting group. Born from the desire to work more closely with entrepreneurs, non-profits, and specialized professionals, CAS becomes an extension of every organization we support and delivers outsourced accounting and advisory services through the latest in financial technology.
The PositionThe Operations Coordinator is a key role supporting both internal operations and client-facing processes. You’ll be the central hub that keeps workflows running smoothly, ensures follow-through on commitments, and manages the administrative and operational details that help our Controllers stay focused on client delivery.
What You’ll Do****Client-Focused Responsibilities

• Attend prospective client meetings and assist with onboarding and setup.

• Track and monitor weekly deliverables to ensure nothing slips through the cracks.

• Maintain client coverage schedules to ensure service continuity during employee absences.

• Review, report, and follow up on accounts receivable and support the billing process.

• Coordinate client recognition activities and contribute to a positive client experience.

Internal Operations Responsibilities

• Create and maintain templates, SOPs, and workflow tools.

• Update and manage tracking dashboards and KPIs.

• Serve as administrator for CAS software systems.

• Coordinate onboarding logistics for new team members.

• Participate in monthly marketing meetings and support team initiatives.

What You’ll Bring

• 8+ years of experience in administrative, operational, or coordinator roles — ideally within an accounting, finance, or professional services environment.

• Strong working knowledge of accounts receivable, payroll, and basic accounting principles.

• Demonstrated experience with reporting processes and Excel-based tracking tools.

• High proficiency with Microsoft Excel and cloud-based accounting software.

• Exceptional organizational and time-management skills, with the ability to juggle multiple priorities.

• Skilled at holding others accountable, constructively and ensuring consistent follow-through.

• Sharp attention to detail, with strong written communication skills - especially in documenting processes and procedures.

**Why work with us?**At CAS, people come first — our clients, our community, and our team. You’ll join a collaborative group of professionals who take pride in helping clients succeed while constantly finding ways to improve how we work.
We offer:

• Competitive compensation and a comprehensive benefits package.

• Health, wellness, and pension programs.

• Paid vacation and personal days.

• Parking and flexible work arrangements.

• Professional development opportunities to help you grow.

• A fun, connected workplace culture that values innovation and contribution.

Intrigued? Apply directly through our careers page or contact hr@virtusgroup.ca with questions. Want to learn more about Virtus Advisory Services? Check out our page on the Virtus Group website.