What are the responsibilities and job description for the Client Experience Manager Administrative Assistant position at Inspire Advisors & Certified Public Accountants,...?
Life balance for you and making a positive impact in our clients’ lives are some of our top core values! If these match yours too, please read on about this exciting role at Inspire Advisors & CPAs!
Position Overview:
The Client Experience Manager – Administrative Assistant will be a primary point of contact for clients and will be an integral part of the overall client experience for a portfolio of small business clients, ensure seamless communication with our clients, and communication within the hybrid team at our firm. This role is crucial in establishing and nurturing client relationships. We are technology forward - always implementing apps, software and technology in our firm. The ability to learn and leverage technology will help you succeed in this role. Ideal candidate would be comfortable with communicating and supporting clients in use of new technologies.
Key Responsibilities:
Accounting Support:
· Maintain billing for client services and collection of fees.
· Update our internal QBO file
· Be a liaison for communication between clients and hybrid remote team
Administrative Support:
· Main point of contact for client questions.
· Work closely with the CPA firm owners on scheduling meetings and email communications.
· Project management software maintenance.
Client and Marketing Support:
· Continued point of contact for client experience and connection to our firm’s software and services.
· Maintain client database and CRM software to ensure information is accurate and up to date.
· Communicate firm policies, expectations and services clearly to clients, setting the foundation for long-term success.
Minimum Qualifications (Knowledge, Skills, and Abilities)
Associate or Bachelor's degree preferred in Business, Marketing or a related field.
1 years of experience in an administrative/customer service/office management role within the last 2 years.
Experience working at a CPA firm is a huge plus.
Experience with using software such as QuickBooks Online, Excel, Outlook, and Adobe a must. Familiarity with marketing automation and client engagement strategy software is a plus.
Willingness to adapt and learn about new technologies.
Strong communication skills, both written and verbal, and organizational and time management skills with excellent attention to detail are a must.
Ability to work independently, prioritize tasks and meet deadlines in a fast-paced environment.
Positive, team-oriented mindset and passion for helping others succeed are a must. Our firm requires teamwork to complete projects and maintain client communication. We strive to find team members that align with our mission and vision in order to meet our firm goals.
Why Join us?
Inspire Advisors is intentional about work-life balance. Crazy tax seasons hours are a thing of the past. We balance the workload throughout the year in a controlled flow to give the quality of life we love with family and friends yet provide an environment for professional challenge and growth!
Opportunity to be part of team serving small businesses and families to help them better understand their personal finances and grow their businesses and communities.
Professional growth and development opportunities.
401k and employer match/profit sharing available after 1 year of Full-time service.
PTO available - full time employee status.
Dental Insurance available – full time employee status.
Flexible work arrangements, including part time in the office and hybrid options after initial trial period.
If you’re looking to join a team that values life balance, cares about client service, is skilled in outsourced accounting, and are ready to build trusted client relationships, we’d love to hear from you! We work with amazing business owners to help them build their businesses to fit their desired life balance too!
Please submit your resume and cover letter to info@inspire.cpa.
Job Types: Full-time, Part-time
Pay: $22.00 - $28.00 per hour
Expected hours: 24 – 32 per week
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Paid time off
Schedule:
- Day shift
Work Location: Hybrid remote in Aberdeen, WA 98520
Salary : $22 - $28