Client Onboarding & Operations Assistant

Colorado Business CPA, LLC; Greenwood Village (CO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) — eligible after 6 months

Performance bonus plan

Flexible PTO

Good coffee, stocked kitchen

Job summary

Colorado Business CPA, LLC in Greenwood Village is seeking a proactive front desk administrator to join our team. You’ll be the first contact for clients, ensure timely communication, manage scheduling, onboarding, and document handling to keep client work flowing smoothly.

You will learn how a professional services firm operates from the inside, support accounts receivable and events, and contribute to a thriving office culture with strong writing and organizational skills.

Qualifications

• Strong written communication and attention to detail.
• Excellent calendar and scheduling skills.
• Ability to manage client onboarding and document workflow.

Responsibilities

• Own the front desk: answer phones, greet visitors, create first impressions.
• Keep calendars, scheduling, and conference room logistics accurate.
• Draft and manage client letters: welcome, engagement, exit.
• Manage the document system: scanning, filing, retrieving confidential records.
• Coordinate client onboarding from start to finish.
• Support accounts receivable and collections follow-up.
• Help plan client events and engagement touchpoints.
• Write, edit, and proof a range of business documents.

Tools

Microsoft Office

Job description

Colorado Business CPA, LLC in Greenwood Village is seeking a proactive front desk administrator to join our team. You’ll be the first contact for clients, ensure timely communication, manage scheduling, onboarding, and document handling to keep client work flowing smoothly.

You will learn how a professional services firm operates from the inside, support accounts receivable and events, and contribute to a thriving office culture with strong writing and organizational skills.