What are the responsibilities and job description for the Client Communication Specialist/ Office Administrator/ Executive Assistant position at Priceless CPA - Tax & Advisory?
Priceless CPA is distinguished by our core values of trustworthiness, compassion, and diligence. With a deep commitment to making a positive impact on our clients' lives and finances, we seek to build meaningful relationships that go beyond the numbers. We find satisfaction and fulfillment in providing exceptional service that truly benefits our clients. As a team, we support each other to become better professionals and people.
We are currently seeking a highly organized and proactive Office Administrator & Executive Assistant who will serve as the backbone of our daily operations. If you are a fast learner that excels in client communications, administrative coordination, executive-level support, and has interest in the finance and legal industry we invite you to join our team and help us continue delivering top-tier service.
- Client Communication & Coordination
- Act as the initial point of contact for client inquiries, ensuring timely and professional responses.
- Liaise with external agencies, such as state and federal government bodies, to gather or provide documentation as needed.
- Support client onboarding processes, collecting required information and setting up accounts or services.
- Executive & Administrative Support
- Provide executive assistance to firm principals, including calendar management, scheduling, and handling communication on their behalf.
- Coordinate meeting schedules, manage office calendars, and greet visitors.
- Handle incoming calls, mail, and deliveries in a timely, professional manner.
- Maintain organized records, files, and correspondence for the firm.
- Process Improvement & Compliance
- Identify and implement ways to streamline administrative processes.
- Ensure company policies and procedures are consistently upheld.
- Support special projects or initiatives aimed at enhancing client service or operational efficiency.
Education & Experience
- Associate’s or Bachelor’s degree in Business Administration or a related field (or equivalent experience).
- Experience working in a CPA firm or professional services environment is highly desirable.
Technical Skills
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Familiarity with basic administrative software and CRM systems.
- Comfort working with digital filing and organizational tools.
Soft Skills
- Strong organizational and multitasking abilities.
- Excellent attention to detail and confidentiality.
- Effective verbal and written communication skills for interacting with clients, colleagues, and external parties.
- Self-motivated and capable of taking initiative in a fast-paced environment.
If you are looking to contribute to a firm that values integrity, teamwork, and client success, we would love to hear from you. Apply now and help us continue to provide exceptional service to our clients!
