Engagement Operations Specialist

ID

2026-2391

Category

Assurance

Position Type

Regular Full-Time

We are seeking a talented and motivated Engagement Operations Specialist to join our Engagement Operations team supporting our Assurance service line. This role will be based primarily out of our Akron, Ohio office.

Our Engagement Operations Services team provides centralized operational support to engagement teams across the Firm. Partnering closely with the Assurance service line, this role focuses on driving efficiency, enhancing quality, and supporting margin optimization in the delivery of client services. With a continuous improvement mindset, the team is committed to strengthening processes and delivery quality through innovation, collaboration, and ongoing learning.

Responsibilities may vary throughout the year based on business cycles and include:

• 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

Qualifications

• 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

#LifeatCohen

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and

• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more!

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture
• Experienced Hire Opportunities

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

#LI-PROMO

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