Office Administrator - Client, Billing & Operations Support (Doylestown, PA)

Office Administrator - Client, Billing & Operations Support

Location: Doylestown, PA (In-Office)

Job Type: Full-time, Direct Hire

Position Summary

Core Financial Outsourcing is a bookkeeping, accounting, tax, and consulting firm serving a wide range of clients across multiple industries. Our environment is fast-paced and client-driven, with a mix of structured responsibilities and shifting priorities based on daily operational and client needs.

We are seeking a highly adaptable and detail-oriented Office Administrator - Client, Billing & Operations Support to join our team. This role supports client communication, billing processes, onboarding, and general office operations.

This position requires someone who is comfortable managing multiple responsibilities, staying organized in a fast-paced, client-driven environment with a mix of structured tasks and shifting daily priorities.

What Success Looks Like

• Clients are onboarded smoothly with accurate and timely documentation
• Billing and invoicing tasks are completed accurately and on time
• Office operations run efficiently with strong organization and follow-through
• Client and internal team requests are handled in a timely and professional manner
• Ability to stay organized while managing shifting priorities and multiple tasks
  

Essential Functions

Client Support & Onboarding

• Assist with onboarding new clients, including gathering documentation and setting up files
• Serve as a responsive point of contact for client questions and requests
• Maintain accurate and organized client records
  

Billing & Administrative Support

• Assist with invoice preparation, tracking, and follow-up on outstanding items
• Support billing accuracy through documentation review and basic reconciliation tasks
• Collaborate with internal team members to ensure timely processing of client billing needs
  

Office Operations

• Manage incoming and outgoing mail, filing, and document organization (digital and physical)
• Support office supply ordering and general administrative needs
• Assist with onboarding paperwork for new employees
• Help coordinate internal meetings and general office operations as needed
  

Required Skills & Experience

• 2-5 years of administrative, office support, or client service experience
• Strong communication skills (written and verbal)
• High attention to detail and accuracy
• Ability to manage multiple priorities and stay organized in a fast-paced environment
• Comfortable working in a client-facing role
  

Preferred (Nice-to-Have)

• Experience with billing, invoicing, or basic accounting support
• QuickBooks experience (Desktop or Online)
• Experience in professional services (accounting, legal, consulting, construction, etc.)
  

Work Environment

• Monday-Friday, full-time in-office role
• Fast-paced and client-driven environment with structured and shifting responsibilities
• Requires flexibility, responsiveness, and strong organizational skills
  

Why This Role Matters

This position is central to keeping our operations running smoothly. You will work closely with both clients and internal team members to ensure communication, billing, and administrative processes are handled accurately and efficiently.

Benefits

Medical, dental, and vision insurance

401(k) with employer match

Paid holidays

Paid time off (PTO)