Client-Experience Admin Assistant — Public Accounting

Hendricks Advisors & CPAs; Meridian (ID); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Bonuses every 4 months

AFLAC supplemental insurance

401k after 1 year

Job summary

Hendricks Advisors & CPAs in Meridian, ID is hiring an Administrative Assistant to support our public accounting team. You will greet clients, route inquiries, manage calendars, and assist with filing, scanning, and basic client communications to keep our firm organized.

Ideal candidates have 1+ year experience in administrative or customer service roles, strong phone presence, attention to detail, and proficiency with Microsoft 365. CPA environment experience is a plus.

Qualifications

• 1+ year of administrative, receptionist, or customer service experience.
• Warm professional phone presence with strong oral and written communication.
• Strong attention to detail and accuracy with names, numbers, and contact information.
• Comfortable with Office technology, including Microsoft 365 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 environment.
• Answer phones live during core hours and relay messages the same day.
• Route texts, mail, and client inquiries promptly and accurately.
• Assist the Office Manager with general administrative tasks.
• Manage filing, client database work, and keep things organized.
• Assist with file scanning, sorting, and routing client documents.
• Assist with scheduling and maintaining calendars for clients and the firm.
• Process reports for the firm and handle approved client communications.

Skills

Phone presence

Attention to detail

Microsoft 365

Punctual

Discretion

Office software

Tools

Microsoft 365 (Teams, Outlook, Word, Excel)

Job description

Hendricks Advisors & CPAs in Meridian, ID is hiring an Administrative Assistant to support our public accounting team. You will greet clients, route inquiries, manage calendars, and assist with filing, scanning, and basic client communications to keep our firm organized.

Ideal candidates have 1+ year experience in administrative or customer service roles, strong phone presence, attention to detail, and proficiency with Microsoft 365. CPA environment experience is a plus.