Client Experience & Operations Specialist

TD Consulting Group PC; Milwaukie (OR); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical & Dental

Long-Term Disability

401K Retirement Plan

Paid Holidays

Flex Time

Job summary

TD Consulting Group PC is seeking an Administrative Assistant to support client experiences and daily operations in Milwaukie, OR. You will greet clients, manage communications, assist with portal access and e-signatures, and coordinate tax return delivery.

You will also support filing, AR transactions, and general office operations throughout peak tax seasons. The role emphasizes organization, proactive communication, and teamwork within a professional services setting.

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software required.
• Comfortable learning and working in several software programs throughout the day to complete tasks.
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• High attention to detail and strong follow-through.

Responsibilities

• Greet clients that come into the office, answer phones, direct calls and inquiries.
• Assist clients with portal access, e-signatures, and tax return delivery.
• Monitor outstanding items and follow up proactively.
• Provide professional, responsive, and client-focused service.
• Maintain clear communication and accurate expectations throughout the client experience.
• Facilitate tax return processing, filing coordination, e-signature tracking, and delivery procedures.
• Support administrative operations as needed.
• Support team members during both standard and peak tax seasons.
• Process payments and record transactions in AR software.

Skills

Organizational skills

Time management

Written and verbal communication

Multi-priority management

Customer service mindset

Professionalism and problem solving

Tools

CRM platforms

AR software

Workflow systems

Project tracking tools

Document management software

Job description

TD Consulting Group PC is seeking an Administrative Assistant to support client experiences and daily operations in Milwaukie, OR. You will greet clients, manage communications, assist with portal access and e-signatures, and coordinate tax return delivery.

You will also support filing, AR transactions, and general office operations throughout peak tax seasons. The role emphasizes organization, proactive communication, and teamwork within a professional services setting.