Administrative Associate

Position Overview
The Administrative Associate will provide a blend of customer service, workflow coordination, document management, and administrative support. You’ll handle client calls and direct inquiries to the right team member, ensure tax return workflows move efficiently toward completion, manage both physical and electronic documents, and assist with internal mailings and marketing efforts.

Key Responsibilities

• Handle incoming customer service calls and route clients to the appropriate staff member
• Oversee workflow management to ensure tasks and tax returns progress through each step on time
• Manage document processes: assemble, scan/copy, organize, and maintain electronic records
• Assist with internal mailings and coordinate marketing campaigns, including email blasts and physical mailings
• Support administrative functions to keep daily operations efficient
• Collaborate with the Client Service and CPA teams to ensure smooth communication and task completion

Qualifications

• Prior administrative or customer service experience required; experience in tax, accounting, or financial services is a plus
• Strong organizational and multitasking skills
• Proficiency in Microsoft Office (Word, Excel, Outlook); ability to learn new systems quickly
• Excellent communication skills, both verbal and written
• Attention to detail and ability to manage multiple priorities
• Reliable, proactive, and willing to pitch in wherever needed

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Flexible schedule
• Health insurance
• Paid time off

Work Location: In person

Salary : $18 - $22