Administrative Assistant

REDW Advisors & CPAs; Phoenix (AZ); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, vision, life, disable

401(k) with match

HSA and FSA options

Remote Work Stipend (WFH allowance)

Job summary

REDW Advisors & CPAs is seeking an Administrative Assistant for our Phoenix, AZ office. The role focuses on phones, correspondence, client interactions, CRM data entry, event coordination, and producing client deliverables.

It is an on-site position five days a week with opportunities to grow within a Top Workplace. We prefer 1–3 years in an administrative role, strong organization, and proficiency in Microsoft 365.

Qualifications

• High school diploma or GED required; some college preferred.
• 1–3 years’ experience as an administrative assistant or similar role.
• Overtime availability during busy seasons.
• Willingness to travel approximately (location dependent).

Responsibilities

• Answering phones and serving as first contact for the organization.
• Drafting, editing and proofreading business documents.
• Serve as primary contact for internal clients and processes.
• Coordinate client engagement setup and CRM data entries.
• Plan and execute internal meetings and events.
• Produce client deliverables such as reports and proposals.
• Assist with timekeeping and expense reporting.
• Coordinate communications with clients and staff.
• Support onboarding and train new staff.
• Provide back-up office support and take on special projects.

Skills

Strong organizational skills

Excellent written and verbal skills

Microsoft 365 proficiency

Office management & basic accounting

Professional appearance

Independent & team collaboration

Education

High school diploma/GED

Some college preferred

Tools

Microsoft 365

Job description

Join REDW – A Top Workplace! Ready to grow your career somewhere that actually invests in you? At REDW, one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special and we want you to be part of it. Recognized as a Top Workplace, we’re known not just for our expertise, but for our people, our culture, and how we show up for each other.

With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you’ll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing. If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it! Please note: This position is on-site in Phoenix 5 days a week.

Administrative Assistant (Phoenix, AZ)

What You’ll Do

• Answering Phones: Efficiently manage incoming calls with professionalism and courtesy, serving as the first point of contact for the organization by screening, routing, and providing basic assistance.
• Business Correspondence: Draft, format, edit, and proofread a wide array of business documents including emails, PowerPoint presentations, and general office communications.
• Client Interaction Point of Contact: Serve as the primary contact for internal clients regarding administrative processes, ensuring high-quality control and efficient record management.
• Client Engagement Management: Assist with the setup of client engagement activities such as initiating new client research/acceptance, completing due diligence forms, managing CRM data entries, coordinating engagement codes, and arranging electronic files.
• Meeting and Event Coordination: Facilitate the planning and execution of internal meetings and events, ensuring all logistical details are handled seamlessly.
• Production of Client Deliverables: Support the creation of client-facing materials like reports, proposals, and agreements, ensuring timely and accurate delivery.
• Expense Management: Assist with timekeeping and expense reporting for assigned teams, maintaining accurate records.
• Internal and External Liaison: Coordinate communications with clients and staff, screening calls and facilitating client service interactions, and providing diligent follow-ups.
• Onboarding Support: Participate in the training of new administrative staff, providing guidance and answering procedural questions.
• Back-Up Office Support: Offer back-up assistance to Office Services as necessary
• Ad-Hoc Duties: Take on additional responsibilities and engage in special projects as directed by management.

What You Bring

• High school diploma/GED required; some college preferred.
• 1-3 years’ experience as an administrative assistant or similar administrative role.
• Availability for overtime as needed during busy seasons.
• Willingness to travel approximately

What Sets You Apart

• Strong organizational skills with the ability to multitask and prioritize effectively.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft 365 applications.
• Familiarity with office management procedures and basic accounting principles.
• Professional attitude and appearance.
• Ability to work independently and as part of a team.

Why You’ll Love Working at REDW

Compensation

• Hourly range: $20 - $26
• Final offer based on location, experience, skills, licensure, and business need
• Commitment to fair and equitable pay practices

Benefits

• Medical, dental, vision, life, disability
• 401(k) with match
• HSA and FSA options

Work-Life & Wellness

• Flexible PTO + 10 holidays
• Monthly wellness reimbursement

Growth & Development

• Learning platform + credential support
• Ongoing development resources

Remote Support

• $150 annual WFH allowance
• Tech provided

Culture

• Award-winning workplace
• Strong focus on collaboration and inclusion

Equal Opportunity Employer

REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.

If you require a reasonable accommodation during the hiring process, please email us at [e-mail].