What are the responsibilities and job description for the Administrative Assistant (Front Desk) position at Sullivan & Company CPAs?
Administrative Assistant – Full Time
Location: Bethesda, MD (On-site)
Join a respected CPA firm where your attention to detail, professionalism, and client service mindset will be valued every day.
We are seeking a Front Desk Administrative Assistant to be the first point of contact for our clients and guests. This role requires a warm, professional communicator with excellent organizational skills and the ability to manage multiple priorities in a fast-paced, deadline-driven environment.
You will handle incoming calls, schedule appointments, prepare correspondence, assist with document handling, and ensure the front office operates efficiently and reflects the professionalism of our firm.
Compensation & Benefits:
- Starting salary: $40,000–$48,000, commensurate with experience
- Paid overtime
- Health, dental, and vision insurance
- 401(k) plan
- Paid parking
- Professional development and growth opportunities
Key Responsibilities:
- Greet visitors and answer a high volume of incoming calls during busy periods; handle inquiries with professionalism and courtesy.
- Route calls accurately to the appropriate team members; take clear, detailed messages and ensure timely follow-up.
- Manage prospect scheduling and consultation coordination for partners and managers.
- Schedule internal and client meetings, ensuring calendar accuracy.
- Maintain front desk and general office cleanliness.
- Stock and organize supplies, prepare outgoing mail, and manage incoming deliveries.
- Prepare dictations, type and proof correspondence, letters, and memos with precision and confidentiality.
- Scan, save, and properly label client documents.
- Assist with file organization and document retention.
- Place professional, friendly follow-up calls to clients as directed.
- Provide administrative support to accounting and client coordinator teams as needed; assist with firm events and logistics.
- Perform additional administrative or project-based tasks as assigned by supervisors or firm leadership, ensuring flexibility and responsiveness to changing priorities.
- Handle sensitive financial and client information discreetly at all times.
What We’re Looking For:
- Proficiency with Microsoft 365 (Outlook, Teams, Word, Excel).
- Excellent verbal and written communication; polished phone etiquette.
- Meticulous attention to detail, ability to multitask and prioritize effectively.
- Reliable, punctual, and maintains a calm, friendly demeanor in a busy office.
- Able to follow procedures, prioritize tasks, anticipate needs, and complete work with minimal supervision.
- Comfortable handling confidential information with discretion
This is an in-office role. Remote work is not available.
If you're highly organized, proactive, and enjoy being at the center of a team dedicated to client service, we encourage you to apply.
GROW WITH US.
Sullivan & Company, CPAs
www.eSullivan.net
Job Type: Full-time
Pay: $40,000.00 - $48,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Ability to Commute:
- Bethesda, MD 20814 (Required)
Work Location: In person
Salary : $40,000 - $48,000