Administrative Assistant – CPA Firm Client Support

Hendricks Advisors & CPAs; Meridian (ID); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

AFLAC supplemental insurance

401k after 1 year

Performance bonuses every 4 months

Job summary

Hendricks Advisors & CPAs in Meridian, ID seeks an organized Administrative Assistant to be the initial point of contact for the firm, supporting office operations and client communications.

The role focuses on welcoming clients, routing inquiries, managing schedules, files, and documents, and assisting the Office Manager to keep a smooth, client-focused practice in a professional, paperless environment.

Qualifications

• 1+ years of administrative, receptionist, or customer service experience.
• Warm professional phone presence with strong oral and written communication skills.
• Strong attention to detail and accuracy, especially with names, numbers, and contact information.
• Comfortable with Office technology, including Microsoft 365 (Teams, Outlook, Word, Excel) and able to learn new software quickly.
• Dependable, punctual, and able to maintain consistent coverage during core office hours.
• Discretion and integrity in handling confidential client information.
• Ability to work in a paperless environment.

Responsibilities

• Be the initial point of contact for the firm and create a welcoming, professional environment for clients and staff.
• Phones answered live during core hours; deliver messages to the right person the same day.
• Texts, mail, and client inquiries routed accurately and promptly.
• Support our Office Manager with general administrative tasks.
• Assist with filing, client database work, and keeping things organized.
• Assist with file scanning and sorting of client documents and routing to the proper people.
• Assist with scheduling appointments and maintaining client and firm calendars.
• Process reports for the firm.
• Send approved communications to clients as reminders and other calendared items.

Skills

Administrative experience

Phone professionalism

Attention to detail

Microsoft 365

Reliability & punctuality

Confidentiality

Paperless environment

Tools

Microsoft Teams

Outlook

Word

Excel

Job description

Hendricks Advisors & CPAs in Meridian, ID seeks an organized Administrative Assistant to be the initial point of contact for the firm, supporting office operations and client communications.

The role focuses on welcoming clients, routing inquiries, managing schedules, files, and documents, and assisting the Office Manager to keep a smooth, client-focused practice in a professional, paperless environment.