Frisco, Texas, United States · Hybrid
$25/hr–$30/hr
Summary/Objective The Transition Coordinator is the first point of contact for potential leads and is responsible for collecting information from clients and potential clients to support both buyer and seller consulting,…
Skills: Client Onboarding, Lead Tracking, Administrative Support, Microsoft Word, Microsoft Excel
Philadelphia, Pennsylvania, United States · On-site
$50k–$119k/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: HR Consulting, Payroll Processing, Full-cycle Recruitment, ADP WorkForce Now, ADP Run
Frisco, Texas, United States · On-site
Job DetailsJob Location: HeartPlace - Frisco - Frisco, TX 75034Position Type: Full TimeEducation Level: High School Diploma/GEDJob Category: Other PositionsUS Heart and Vascular is in need of a Medical Practice Office Le…
Skills: Office Scheduling, Employee Supervision, Insurance Verification, Payment Collection, Patient Account Management
Frisco, Texas, United States · On-site
Job DetailsJob Location: HeartPlace - Frisco - Frisco, TX 75034Position Type: Full TimeEducation Level: High School Diploma/GEDTravel Percentage: Up to 10%Job Shift: DayJob Category: Other PositionsUS Heart and Vascular …
Skills: Patient Registration, Medical Billing, Prior Authorization, EMR Software, Customer Service
Frisco, Texas, United States · On-site
$37k–$46k/yr
Primary Location: 9700 Wade Boulevard, Frisco, Texas, 75035 We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities. Job Summ…
Skills: Student Advising, Admissions Processing, TSI Assessment Evaluation, Customer Service, Conflict Resolution
Frisco, Texas, United States · On-site
JOB Posting JOB TITLE: Marina Admin Manager DEPARTMENT: Administration REPORTS TO: General Manager POSITION PURPOSE: The Marina Administrative Manager is the liaison between the Property, Accounting, and Operations, and …
Skills: Office Management, Bookkeeping, Financial Reporting, Accounts Payable, Customer Service
Frisco, Texas, United States · On-site
JOB Posting JOB TITLE: Marina Admin Manager DEPARTMENT: Administration REPORTS TO: General Manager POSITION PURPOSE: The Marina Administrative Manager is the liaison between the Property, Accounting, and Operations, and …
Skills: Office Management, Bookkeeping, Financial Reporting, Accounts Payable, Customer Service
Frisco, Texas, United States · On-site
Company: Apex Eye Job Title: Surgical Coordinator Department: Ophthalmology Reports To: Clinic Manager Location: Frisco, TX SUMMARY Deliver excellent patient-centered care by ensuring the financial and surgical communica…
Skills: Surgical Scheduling, Patient Education, Financial Counseling, Insurance Verification, Patient Coordination
Frisco, Texas, United States · On-site
EyeCare Partners is the nation’s leading provider of clinically integrated eye care. Our national network of over 300 ophthalmologists and 700 optometrists provides a lifetime of care to our patients with a mission to en…
Skills: Surgical Scheduling, Patient Education, Financial Counseling, Insurance Verification, Patient Coordination
Dallas, Texas, United States · On-site
$60k–$81k/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: General Ledger, Financial Reporting, Cash Management, Budgeting, Accounts Payable
Frisco, Texas, United States · On-site
About the role This role is responsible for maintaining accurate receivables records, supporting collections activities, resolving payment issues, and ensuring customer accounts are updated and reconciled in accordance w…
Skills: SAP AP, SAP MM, 2-way Matching, 3-way Matching, GR/IR Reconciliation
Frisco, Texas, United States · On-site
About the role This role is responsible for maintaining accurate receivables records, supporting collections activities, resolving payment issues, and ensuring customer accounts are updated and reconciled in accordance w…
Skills: SAP Receivables, SAP AP, SAP MM, Accounts Receivable, Accounts Payable
Frisco, Texas, United States · Hybrid
This is hybrid role at Frisco, TX. At Lexipol, our mission is to create safer communities and empower individuals on the front lines with market-leading content and technology. Our top-notch team works closely with law e…
Skills: Cash Application, Accounts Receivable, Account Reconciliation, Discrepancy Resolution, ERP Software
Frisco, Texas, United States · Hybrid
This is hybrid role at Frisco, TX. At Lexipol, our mission is to create safer communities and empower individuals on the front lines with market-leading content and technology. Our top-notch team works closely with law e…
Skills: Cash Application, Accounts Receivable, Account Reconciliation, Discrepancy Resolution, Financial Reporting
Frisco, Texas, United States · On-site
Stratton Amenities is a full-service concierge solution providing luxury, hotel-style front desk concierge services for upscale apartments and condominium buildings. Our mission is to create the most hospitable experienc…
Skills: Verbal Communication, Written Communication, Problem Solving, Interpersonal Skills, Guest Service
Frisco, Texas, United States · Remote Solely
Role Summary Are you a strong communicator who enjoys assisting others and finding solutions? We are looking for service-focused individuals to join our remote team as Customer Service Consultant. In this role, you'll wo…
Skills: Customer Service, Communication Skills, Organization, Attention To Detail, Digital Communication Tools
Frisco, Texas, United States · On-site
$30/hr–$33/hr
AXS connects fans with the artists and teams they love. Each year we sell millions of tickets to thousands of incredible events – from concerts and festivals to sports and theater – at some of the most iconic venues in t…
Skills: Active Directory, Mac Troubleshooting, Office 365 Administration, TCP/IP, LAN/Wireless
Frisco, Texas, United States · On-site
$190k–$210k/yr
AXS connects fans with the artists and teams they love. Each year we sell millions of tickets to thousands of incredible events – from concerts and festivals to sports and theater – at some of the most iconic venues in t…
Skills: Strategic Leadership, Contact Center Operations, Customer Experience Management, Financial Oversight, Team Development
Frisco, Texas, United States · On-site
JOB SUMMARY: The Physical Therapy Tech position will have responsibility for assisting the Physical Therapist or Physical Therapy assistant with daily patient physical therapy treatment. Will provide assistance with pati…
Skills: Patient Care, Patient Education, Clinical Documentation, Scheduling, CPR
Frisco, Texas, United States · Hybrid
Company Description Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of locations across the…
Skills: Client Service, Account Management, Financial Analysis, Profit & Loss Statements, Balance Sheets
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Acts as the primary point of contact for prospective clients, managing lead intake and the initial onboarding process. Provides administrative support through invoicing, engagement letters, and coordinating business development events like webinars.
Requires at least 2 years of administrative experience, preferably in the financial or dental industry, and proficiency in Microsoft Office. A degree in Business Administration, Accounting, or Finance is preferred, along with experience in Salesforce and Monday.com.
Summary/Objective
The Transition Coordinator is the first point of contact for potential leads and is responsible for collecting information from clients and potential clients to support both buyer and seller consulting, listings, and valuations of NDP as well as providing administrative support to the team and various responsibilities within the business unit.
Essential Functions
Serve as primary client contact for all incoming inquiries from prospective clients via phone and email
Respond to, track and follow up on leads from multiple sources (including collaboration with referral partners/sources) to support client acquisition and business growth
Prepare and manage engagement letters, invoicing, and related follow-up activities
Coordinate initial client onboarding, including client document intake, organization, secure portal coordination and scheduling consultations
Support process improvement and team projects as needed
Plan and execute webinars and live speaking engagements to support business development
Responsibilities and Duties
Serve as the primary point of contact for clients, responding to inquiries and facilitating initial introductions
Coordinate client onboarding, including document collection, consultation scheduling, secure portal setup and handling confidential information with discretion
Prepare and manage engagement letters, invoicing, and regular reporting for leadership and team insights
Build relationships with prospective clients and referral partners, and assess alignment with NDP’s services
Coordinate and track referral introductions while supporting business development initiatives and speaking engagements
Support team operations through timely client follow-up and problem-solving
Contribute to operational efficiency through process improvements and cross-functional collaboration
Education and Experience
Minimum 2 years of administrative work experience within the financial or dental industry highly desired
Proficiency in Microsoft Office software including Word, Excel, and Outlook required
Education in Business Administration, Accounting, Finance, or related field preferred
Experience with Salesforce CMS and Monday.com preferred
Excellent verbal and written communication skills and strong interpersonal skills
Ability to prioritize and manage multiple tasks within compressed times and seek supervisory assistance as appropriate
Strong organizational skills, attention to detail, and sound decision-making abilities
Self-motivated; a strong sense of ownership and involvement is critical
Travel
No travel is expected for this position. Travel to speaking events or exhibits may be offered if desired after sufficient experience.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval and required based on client/workflow needs. This role offers a hybrid work arrangement; 2-3 days in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $25.00 - Maximum: $30.00/hour USD
Benefits
Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at [email protected]. Your concerns will be handled with the utmost confidentiality and care.
Providing CPA and Financial Services to Dentists Nationwide
Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential. Thousands of dentists in all 50 states rely on our comprehensive financial services to help improve practice profitability and accumulate wealth. Our financial planning teams use sound accounting practices, proactive tax planning, and money growth strategies to help reach our clients’ short- and long-term goals. Success begins with our people. Create a career you’re proud of at CWA: https://vimeo.com/1088077751 Consistently named on Forbes Top Accounting and Tax Firms and Accounting Today and Inside Public Accounting list of Top 100 Firms, CWA is recognized annually by respected industry publications. For our complete list of awards, please visit cainwatters.com/disclosures Cain, Watters and Associates, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) (CRD # 111521). Full disclosure: cainwatters.com/disclosures
Offices: 17 Cowboys Way, Suite 300, Frisco, Texas 75034, US
There are currently 249 open administrative positions in Frisco, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Frisco ISD, Public Storage, Keurig Dr Pepper Inc., University of Texas Southwestern Medical Center, US Heart and Vascular, among others. Browse the listings above to see every active employer.
Yes — 51 of the 249 open administrative positions offer remote or hybrid work (7 remote, 44 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
