Client Services Administrative Assistant | Flexible Hours

Yeo & Yeo CPAs & Advisors; Saginaw (MI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Competitive salaries

Medical, dental & vision plans

401(k) plan

Flexible work arrangements

Community service opportunities

Job summary

Yeo & Yeo CPAs & Advisors is seeking an Administrative Assistant to provide high-level client service and organizational support at our Saginaw, MI headquarters. This role manages principals' calendars, coordinates meetings, handles client relations, and supports the CPA team with billing and tax administration.

The ideal candidate has 2+ years in a professional services office, comfort with a paperless environment, and strong MS Office skills.

Qualifications

• 2+ years of experience in public accounting or other professional services office setting
• Exposure in a technical, detail oriented and paperless setting
• Notary Public preferred

Responsibilities

• Coordinate administrative and operational functions for Principals, including managing calendars and scheduling appointments
• Provide outstanding client service through meetings, communication, and timely follow-up
• Manage projects including planning presentations and organizing company events
• Maintain client records and ensure confidentiality
• Assist in monthly billing procedures and accounts receivable
• Provide administrative support to CPA team and assist with tax returns and financial statements

Skills

Administrative experience

Client service

Calendar management

Tools

MS Office

Excel

Word

Outlook

Lync

PowerPoint

Job description

Yeo & Yeo CPAs & Advisors is seeking an Administrative Assistant to provide high-level client service and organizational support at our Saginaw, MI headquarters. This role manages principals' calendars, coordinates meetings, handles client relations, and supports the CPA team with billing and tax administration.

The ideal candidate has 2+ years in a professional services office, comfort with a paperless environment, and strong MS Office skills.