Client-Focused Front Desk & Administrative Specialist

Beasley, Mitchell, & Co; Green Valley (AZ); On-site; USD 42,000 - 52,000; Full time

Job summary

Beasley, Mitchell, & Co. is seeking an Administrative Services Assistant to support accounting staff, audit staff, bookkeepers, managers, and partners. You will manage calls, greet visitors, handle correspondence, and maintain data systems while ensuring client confidentiality.

The role requires strong communication, organization, and multi-tasking skills in a fast-paced office environment. Regular hours are M-F with occasional evenings or weekends as needed.

Qualifications

• Proficiency in Microsoft Office Suite; Google Drive, ShareFile, or similar cloud client portal.
• Excellent written and verbal communication skills.
• Must be able to communicate clearly and concisely with team members and clients.
• Attention to detail.
• Ability to prioritize and multitask.
• Ability to work in a fast-paced environment with minimal supervision.
• Needs to be organized to keep projects on track.

Responsibilities

• Operating the firm’s telephone system and directing calls.
• Communicating client requests to staff and partners.
• Be courteous, pleasant, and helpful when dealing with clients and staff.
• Receives and assists visitors to the office, serving liquid refreshments to clients or guests on request.
• Updating and maintaining data tracking systems, processing & typing correspondence, reports, and miscellaneous items.
• Schedules appointments and calls to confirm appointments.
• Using computer software and relational databases to perform necessary functions.
• Scan and save investment statements.
• Maintaining adequate supplies of all internal forms and checklists.
• Take responsibility for packages left for client pickup.
• Maintain the strict confidentiality of the firm’s clients and business transactions.
• Performs other duties as assigned.

Skills

Communication skills

Attention to detail

Multitasking

Organization

Education

HS Diploma

Associate degree preferred

Tools

Microsoft Office Suite

Google Drive/ShareFile

Job description

Beasley, Mitchell, & Co. is seeking an Administrative Services Assistant to support accounting staff, audit staff, bookkeepers, managers, and partners. You will manage calls, greet visitors, handle correspondence, and maintain data systems while ensuring client confidentiality.

The role requires strong communication, organization, and multi-tasking skills in a fast-paced office environment. Regular hours are M-F with occasional evenings or weekends as needed.