Executive & Office Operations Coordinator

Linked Accounting Alliance

Boise (ID)

On-site

USD 42,000 - 62,000

Full time

5 days ago
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Benefits offered by this job

100% Paid Medical, Dental, Vision (for
employee only)

Job summary

Vantage Group Accounting is seeking an Office & Client Services Coordinator to be the operational and human center of our Boise office. You’ll be the first voice clients hear and the first face they see, trusted to keep the office running, the money moving, and our CEO’s week organized.

This varied, high-trust role includes executive assistant duties for the CEO, office administration, reception, AR/outreach, and delivering completed tax returns to clients for Boise and Hailey offices.

Qualifications

  • 2+ years in office administration, reception, or client service.
  • Comfort having money conversations - collections, past-due follow-up - professionally and calmly.
  • Troubleshooting tech problems before asking for help.
  • Valid driver’s license and reliable transportation for local deposit runs.

Responsibilities

  • Manage CEO’s calendar and inbox, prep meeting materials, and track actions to completion.
  • Serve as front-line: answer calls, greet clients, process mail, keep the office running.
  • Own accounts receivable outreach including collection calls, payment logging, and AR reconciliation.
  • Assemble and deliver completed tax returns and financial packages; troubleshoot portal/e-signature issues for clients.
  • Standardize office procedures and pitch in wherever the day needs you.

Skills

Office administration
Client service
Executive support
Troubleshooting

Tools

QuickBooks
Bill.com
Canopy
Ignition

Job description

Vantage Group Accounting is seeking an Office & Client Services Coordinator to be the operational and human center of our Boise office. You’ll be the first voice clients hear and the first face they see, trusted to keep the office running, the money moving, and our CEO’s week organized.

This varied, high-trust role includes executive assistant duties for the CEO, office administration, reception, AR/outreach, and delivering completed tax returns to clients for Boise and Hailey offices.

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