Administration Assistant

We are seeking an organized, proactive, and detail-oriented Administrative Assistant to support our Financial Advisor/CPA. You will serve as the backbone of our daily operations, ensuring our office runs smoothly and our clients receive exceptional service. This is an ideal role for someone who thrives in a fast-paced environment, possesses strong communication skills, and enjoys a mix of client interaction and technical administrative tasks.

Key Responsibilities

• Client Relations & Front Office: Answer incoming phone calls, greet clients, and manage general inquiries with warmth and professionalism.
• Calendar & Schedule Management: Maintain the employer’s professional schedule, proactively coordinate appointments, and schedule critical client reviews and tax consultations.
• Data Entry & CRM Management: Maintain accurate, up-to-date client files and data records within our Customer Relationship Management (CRM) system.
• Administrative Support: Handle daily office operations, including processing mail, managing paperwork, scanning tax documents, and organizing digital files.
• Growth Support: Identify opportunities to streamline office workflows and actively contribute ideas to help expand our client reach and operational efficiency.

Qualifications

• Experience: Prior administrative experience in an accounting, tax preparation, or financial services environment is highly beneficial but not strictly required.
• Technical Skills: Proficiency with standard office software (Microsoft Office/Google Workspace) and comfort learning specialized industry software and CRM platforms.
• Attributes: High level of discretion and trustworthiness when handling confidential financial data. Strong organizational skills with the ability to prioritize tasks efficiently.
• Mindset: A growth-oriented attitude. We are looking for someone who doesn't just want to execute tasks, but who is genuinely motivated to help grow the company.