Administrative Assistant/Client Relationship Manager

Job Description

Job Description

Administrative Assistant / Client Relationship Manager (Accounting Growth Opportunity)

Job Overview

We are looking for a highly organized, detail-oriented professional to join our team as an Administrative Assistant/Client Relationship Manager. This position is ideal for someone who enjoys working in a fast-paced environment, thrives on organization, and takes pride in delivering exceptional customer service.

This role also offers a unique opportunity for an aspiring accountant. We would love to find someone who is currently pursuing a degree in accounting (or a related field) and is looking to gain valuable hands-on experience while working full-time. As you grow with our company, there will be opportunities to expand your responsibilities and develop into an accounting-focused role.

The ideal candidate is highly detail-oriented, can effectively manage multiple priorities, communicates professionally, and enjoys supporting both customers and team members.

Responsibilities

• Greet customers and provide a welcoming, professional first impression.
• Answer and direct incoming phone calls.
• Assist clients in obtaining documents and information needed to complete projects.
• Schedule meetings and coordinate calendars for customers and staff.
• Maintain an organized, clean office environment and monitor office inventory and supplies.
• Support team members with administrative tasks and deadline management.
• Build and maintain positive, long-term relationships with customers.
• Track project progress to ensure milestones and deadlines are met.
• Gather and organize pertinent information to support project completion.
• Process Accounts Receivable transactions and customer payments.
• Prepare and record deposits accurately.
• Assist with CRM management, customer follow-up, and documentation.
• Perform other administrative and accounting support duties as assigned.

What We're Looking For

• Someone with strong attention to detail with exceptional organizational skills.
• The ability to multitask efficiently in a fast-paced environment.
• A positive, customer-focused attitude.
• Excellent verbal and written communication skills.
• Strong problem-solving abilities and initiative.
• Ability to work independently while collaborating effectively with a team.
• Proficiency with Microsoft Office (Word, Excel, Outlook, Power Point) and other computer applications.
• Experience in customer service and administrative support.
• Experience tracking projects and managing deadlines.
• Previous experience with accounts receivable, bookkeeping, or accounting support is a plus.
• Desire to build a long-term career
• Willingness to learn new systems and take on increasing accounting responsibilities as skills develop.

Why Join Our Team?

We're committed to investing in our employees and creating opportunities for growth. If you're looking for a position where you can build strong administrative and customer service skills while possibly developing into an accounting career, we'd love to meet you. You'll be part of a supportive team that values accuracy, collaboration, professionalism, and continuous learning.

We are a small CPA firm that assists our clients in different areas of accounting and bookkeeping.

Company Description

We are a small CPA firm that assists our clients in different areas of accounting and bookkeeping.