Administrative Assistant: Office Ops & Client Support

SEK, CPAs & Advisors; Hagerstown (MD); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

PTO 3+ weeks

Flexible schedules

Dress for your day

Career growth

401k profit sharing

Medical insurance

Job summary

SEK CPAs & Advisors in the Hagerstown office is seeking an Administrative Assistant to support daily operations, client communications, and document management within a fast-paced professional environment.

The role requires 3+ years of administrative experience, excellent MS Office and Adobe PDF skills, and the ability to manage multiple priorities while handling confidential information.

Qualifications

• 3+ years of administrative experience in a professional office
• Customer service experience (phone and in-person)
• Superior Microsoft Office (Word, Excel, Outlook) and Adobe PDF skills
• Experience integrating Microsoft Word and Excel is preferred
• Comfortable learning and navigating new technologies and systems
• Strong attention to detail, organization, and communication skills
• Ability to work independently and handle confidential information professionally
• Experience handling phone lines in a fast paced environment

Responsibilities

• Maintain and manage firm records, both physical and digital, including organizing, archiving, and purging files.
• Utilize scanning and document management software to process tax filings and support electronic workflows.
• Assist with the preparation of financial statements and client correspondence with a focus on accuracy and presentation.
• Provide front-desk support as needed, including answering multi-line phone systems, greeting clients, and managing inquiries.
• Prepare and distribute tax organizers, both in print and electronically.
• Assemble client deliverables efficiently in both paper and digital formats.
• Collect, and process client-submitted documents, internal expense reports, and bank deposits.
• Manage daily mail intake, distribution, and outgoing deliveries.
• Monitor and replenish office and break room supplies, placing orders as needed.
• Uphold confidentiality standards and adhere to firm procedures for data security and compliance.
• Perform additional administrative duties to support internal teams and client service as assigned

Skills

Detail-oriented

Organization

Communication

Customer service

Education

3+ years administrative experience in a professional office

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Adobe PDF

Job description

SEK CPAs & Advisors in the Hagerstown office is seeking an Administrative Assistant to support daily operations, client communications, and document management within a fast-paced professional environment.

The role requires 3+ years of administrative experience, excellent MS Office and Adobe PDF skills, and the ability to manage multiple priorities while handling confidential information.