Client Services & Administrative Specialist

SEK, CPAs & Advisors; United States; On-site; USD 51,577,000 - 57,308,000; Full time

Benefits offered by this job

Half-day Fridays

11 Paid holidays

Dress for your day

Firmwide events & team-building

Hersheypark trip

Careers benefits page

Job summary

SEK CPAs & Advisors is seeking an Administrative Assistant to blend strong client service with organization in a fast-paced professional environment. You will be the front-line contact for clients, handle calls and inquiries, and ensure documents are processed accurately and confidentially.

You will work across accounting, document management, and administrative software to support client service teams and daily office operations, learning new technology quickly while maintaining meticulous

Qualifications

• 3+ years of administrative experience in a professional office setting.
• Experience with bookkeeping is a plus.
• Strong customer service skills and professional communication with clients and employees at all levels.
• Excellent written and verbal communication with a professional phone presence.
• Advanced proficiency in Word, Excel, Outlook, Teams, and Adobe PDF tools.
• Ability to quickly learn and navigate new technology and office systems.
• Strong organizational skills and close attention to detail and accuracy.
• Ability to prioritize work, manage interruptions, and handle multiple assignments.

Responsibilities

• Provide professional front desk and administrative support, including answering and directing calls, greeting clients, and managing inquiries.
• Maintain and manage firm records, 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 paper and digital formats.
• Collect, process, and organize client-submitted documentation while maintaining strict confidentiality.
• Assist with preparation, review, proofreading, and presentation of internal and external correspondence.
• Sort, distribute, and prepare 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

Client service

Communication

Organizational skills

Professional phone presence

Tools

Microsoft Word

Excel

Outlook

Teams

Adobe PDF

Job description

SEK CPAs & Advisors is seeking an Administrative Assistant to blend strong client service with organization in a fast-paced professional environment. You will be the front-line contact for clients, handle calls and inquiries, and ensure documents are processed accurately and confidentially.

You will work across accounting, document management, and administrative software to support client service teams and daily office operations, learning new technology quickly while maintaining meticulous