Administrative Coordinator

At Leone & Associates, we believe great client service starts with great people. We're a growing public accounting firm that values professionalism, teamwork, and building lasting relationships with our clients. Our team works hard, supports one another, and takes pride in delivering a level of service that helps clients feel confident and well cared for throughout the year. We're looking for an experienced Administrative Coordinator who enjoys working with people, thrives in an organized and fast-paced environment, and wants to play an important role in the success of our firm. As one of the first points of contact for our clients, you'll help create a welcoming experience while supporting the day-to-day operations that keep our office running smoothly. If you're dependable, organized, and enjoy being part of a collaborative team that values both its employees and its clients, we'd love to hear from you. Key Responsibilities Serve as one of the first points of contact for clients by answering phones, responding to emails, and welcoming visitors to the office with professionalism and warmth. Monitor the firm's support inbox and ensure client inquiries are routed promptly to the appropriate team member. Schedule appointments and manage firm calendars. Assist with new client onboarding and help ensure a seamless client experience. Coordinate the collection of client documents and maintain organized electronic and physical client files. Prepare engagement letters, organizers, client correspondence, and other administrative documents. Prepare and distribute client invoices while assisting with billing and payment follow-up as needed. Monitor and manage incoming and outgoing mail. Order and maintain office supplies and assist with office operations. Coordinate with tax and accounting staff to help keep projects organized, on schedule, and running efficiently. Help maintain exceptional communication with clients throughout the tax and accounting process. Maintain the confidentiality of client information and handle sensitive financial and personal information with professionalism and discretion. Assist with special projects and perform additional administrative duties to support the continued growth of the firm. Qualifications 3–5+ years of administrative experience preferred. Previous experience in a CPA firm, accounting firm, law firm, financial services firm, or other professional services environment strongly preferred. Outstanding verbal and written communication skills. Professional, polished, and client-focused demeanor. Exceptional organizational skills with the ability to manage multiple priorities and deadlines. Advanced proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat. Ability to work independently while contributing to a collaborative team environment. High level of integrity with the ability to maintain strict confidentiality when handling sensitive client information. Experience with Canopy or similar practice management software is a plus. Bookkeeping experience is a plus, but not required. Benefits Available Employee Benefits Package Available Generous Paid Time Off (PTO) Paid Holidays Summer Fridays Professional Development & Career Growth Why Join Leone & Associates? At Leone & Associates, you'll have the opportunity to make a meaningful impact from day one. We foster a collaborative environment where every team member is valued, ideas are welcomed, and professional growth is encouraged. As our firm continues to grow, you'll grow alongside us building a rewarding career while helping us deliver an exceptional experience for every client we serve. If you're looking for more than just a job and want to build a long-term career with a firm that values its people as much as its clients, we'd love to hear from you. #J-18808-Ljbffr Leone & Associates