Client Services Administrative Specialist

Smith- Elliott- Kearns & Co.; Hanover (York County); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

3 weeks of PTO

Half-day Fridays in summer

11 paid holidays

Dress for your day policy

401(k) with profit sharing

Firm-paid medical insurance with HSA

Job summary

SEK CPAs & Advisors is seeking an Administrative Assistant to join our team in a fast-paced professional environment. You will be a crucial contact for clients, handling calls, inquiries, and confidential documents with discretion.

You will work across accounting, document management, and administrative software to support client service teams and daily office operations, learning new technologies while maintaining attention to detail during high-volume periods.

Qualifications

• Three years of administrative experience in a professional office setting.
• Bookkeeping experience is a plus.
• Strong customer service skills and the ability to communicate professionally with clients and employees at all levels.
• Excellent written and verbal communication skills, including a professional phone presence.
• Advanced proficiency in Microsoft Word, Excel, Outlook, Teams, and Adobe PDF tools.
• Ability to quickly learn and navigate new technology, software, and office systems.
• Strong organizational skills and close attention to detail and accuracy.
• Ability to prioritize work, manage frequent interruptions, and handle multiple assignments effectively.
• Ability to work independently and collaborate effectively with a team.
• Sound judgment and discretion when handling confidential information.

Responsibilities

• Provide professional front desk and administrative support, including answering and directing incoming calls, greeting clients, and managing inquiries.
• Maintain and manage firm records, both physical and electronic, including organizing, scanning, archiving, and purging documents.
• Utilize scanning and document management software to process client documents and support electronic workflows.
• Prepare and distribute tax organizers, client correspondence, and other firm communications in print and electronic formats.
• Assemble client deliverables, including tax returns and other documents, for distribution in both paper and digital formats.
• Collect, process, and organize client-submitted documentation while maintaining strict confidentiality standards.
• Assist with the preparation, review, proofreading, and presentation of internal and external correspondence.
• Sort, distribute, and prepare incoming and outgoing mail, packages, certified mail, and deliveries.
• Process internal expense reports, bank deposits, and other administrative documentation as assigned.
• Support client interactions related to document drop-off and pick-up.
• Monitor and replenish office and break room supplies and coordinate orders as needed.
• Assist with special projects and administrative initiatives to support firm operations and client service teams.
• Follow firm procedures related to confidentiality, data security, and compliance.
• Perform additional administrative duties as assigned.

Skills

Administrative experience

Customer service

Communication skills

Microsoft Word

Excel

Outlook

Teams

Adobe PDF

Organizational skills

Discretion/confidentiality

Tools

Microsoft Word

Excel

Outlook

Teams

Adobe PDF

Job description

SEK CPAs & Advisors is seeking an Administrative Assistant to join our team in a fast-paced professional environment. You will be a crucial contact for clients, handling calls, inquiries, and confidential documents with discretion.

You will work across accounting, document management, and administrative software to support client service teams and daily office operations, learning new technologies while maintaining attention to detail during high-volume periods.