Finance Firm Admin Assistant - Client Services & Ops

Ultimate Staffing Services; Clearwater (FL); On-site; USD 35,817 - 41,328; Full time

Job summary

Ultimate Staffing Services in Florida is seeking a full-time Administrative Assistant to support client relations, intake coordination, and front-office operations. The candidate should be proactive, organized, and able to handle multiple tasks in a fast-paced environment.

Responsibilities include front desk management, scheduling, document processing for tax returns and financials, data entry across CRM systems, and event coordination.

Qualifications

• 3–5 years of administrative experience, preferably in professional office settings.
• High proficiency in Microsoft Office and Zoom; strong data-entry skills.
• Excellent written and verbal communication with attention to detail.

Responsibilities

• Manage front office, answer multi-line phones, greet visitors professionally.
• Coordinate staff calendars and client appointments; respond to inquiries.
• Assemble and process tax returns and financial documents; pull reports.
• Assist with software transitions and troubleshoot in-house tech issues.
• Input and update client data across tax and CRM platforms.
• Maintain office supplies and coordinate internal events; arrange shipments.

Skills

Microsoft Office

Zoom

Phone systems

Data entry

Communication

Tools

CRM platforms

Job description

Ultimate Staffing Services in Florida is seeking a full-time Administrative Assistant to support client relations, intake coordination, and front-office operations. The candidate should be proactive, organized, and able to handle multiple tasks in a fast-paced environment.

Responsibilities include front desk management, scheduling, document processing for tax returns and financials, data entry across CRM systems, and event coordination.