Client-Facing Admin & Receptionist — Finance Firm

Beasley, Mitchell & Co., LLP; Green Valley (AZ); On-site; USD 50,000 - 80,000; Full time

Job summary

Beasley, Mitchell & Co., LLP seeks an Administrative Services Manager to oversee support for accounting and audit staff, managers, and partners. You will handle telephone operations, client communications, and office processes in a confidential environment.

Strong organizational and communication skills are essential, along with experience in data tracking and scheduling. The role requires a HS Diploma and at least 3 years in a similar setting, with some travel possible.

Qualifications

• Proficiency in Microsoft Office Suite; familiarity with cloud portals.
• Excellent written and verbal communication skills.
• Ability to prioritize and multitask in a fast-paced environment.
• Organized with attention to detail and clear team communication.

Responsibilities

• Operate the firm’s phone system and direct calls.
• Communicate client requests to staff and partners.
• Greet visitors, provide refreshments as needed.
• Update and maintain data tracking systems and prepare documents.
• Schedule appointments and confirm calls.
• Use databases to perform required functions.
• Scan and save investment statements and maintain forms.
• Maintain confidentiality of client information.

Skills

Microsoft Office

Google Drive/ShareFile

Communication

Verbal communication

Written communication

Attention to detail

Multitasking

Organization

Time management

Education

HS Diploma

Associate degree preferred

Tools

Microsoft Office

Google Drive/ShareFile

Job description

Beasley, Mitchell & Co., LLP seeks an Administrative Services Manager to oversee support for accounting and audit staff, managers, and partners. You will handle telephone operations, client communications, and office processes in a confidential environment.

Strong organizational and communication skills are essential, along with experience in data tracking and scheduling. The role requires a HS Diploma and at least 3 years in a similar setting, with some travel possible.