Client Services Assistant & Office Coordinator

Client Services Assistant & Office Coordinator

CPA & Financial Planning Firm

We are seeking a reliable, organized, and detail-oriented Client Services Assistant & Office Coordinator to join our growing CPA and Financial Planning firm. This position is ideal for someone who enjoys working directly with clients, staying organized, managing multiple priorities, and contributing to a professional office environment. While prior accounting or financial services experience is not required, successful candidates will bring strong administrative skills and a commitment to providing exceptional client service. We are looking for a professional who takes pride in accuracy, follows through on commitments, and understands the importance of handling confidential information with care and discretion.

Responsibilities

· Provide exceptional customer service while interacting with clients in person, by phone, and through email

· Answer and direct incoming phone calls in a professional and courteous manner

· Schedule client appointments and assist with calendar management

· Assist with onboarding new clients and maintaining accurate client records

· Manage client documents and information through electronic filing systems and secure client portals

· Follow up with clients regarding requested documents and information as directed

· Prepare client correspondence, mailings, spreadsheets, and other administrative documents

· Maintain client tracking systems, databases, and office records

· Coordinate day-to-day office operations and help ensure an organized, efficient work environment

· Support the CPA and Financial Planning teams with administrative and operational needs

· Handle all client information with discretion and strict confidentiality

Qualifications

· 2-5 years of administrative, client service, office, or professional services experience preferred

· Experience working in a professional office environment is a plus

· Strong organizational and time-management skills

· Excellent attention to detail and accuracy

· Professional and friendly communication skills, both written and verbal

· Proficiency with Microsoft Outlook, Word, and Excel

· Comfortable learning new software systems and technology platforms

· Ability to prioritize multiple tasks and meet deadlines

· Strong follow-through and ability to consistently complete tasks without extensive supervision

· Dependable, punctual, and eager to learn

· Ability to work independently and as part of a team

What We're Looking For

The ideal candidate is dependable, professional, highly organized, and committed to providing excellent client service. We value individuals who take ownership of their responsibilities, communicate effectively, and consistently follow through on tasks. This position offers the opportunity to become an important member of our team while gaining exposure to the accounting, tax, and financial planning professions. As the firm continues to grow, there will be opportunities for increased responsibility and professional development.

What We Offer

· Competitive compensation based on experience and qualifications

· Paid training and ongoing support

· Opportunity to learn about accounting, tax, and financial planning services

· Professional growth and increased responsibility over time

· Friendly, supportive, and team-oriented work environment

· Stable, year-round position in a professional office setting

· Valuable experience working directly with clients and professional advisors

· Paid vacation, holidays, and other benefits (if applicable)

Position Details

· Full-time

· Monday through Friday

· In-office position

· Standard business hours

Compensation

$26-$30 per hour, depending on experience and qualifications

Pay: $26.00 - $30.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Retirement plan

Work Location: In person

Salary : $26 - $30