Houston Administrative Assistant: Client Service & Ops

Chery Finn CPAs PLLC; Houston (TX); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Paid time off

401(k) plan

Paid holidays

Job summary

Chery Finn CPAs PLLC in Houston, TX is seeking a dependable Administrative Assistant to provide daily administrative support and front-line client service for a busy CPA firm.

The role handles communications, document management, scheduling, onboarding, signatures, billing follow-up, and office needs, following established procedures and escalating when needed. This is an in-office, full-time position.

Qualifications

• Clear, professional written and verbal communication.
• Strong organization, attention to detail, and timely follow-through across multiple open items.
• Professional judgment when handling confidential client, candidate, employee, and firm information.
• Ability to prioritize competing requests, recognize urgency, and ask for clarification rather than guess.
• Comfort learning and working across multiple software platforms, including email, cloud documents, client portals, calendars, spreadsheets, workflow tools, and document-management systems.
• Ability to follow established procedures, maintain accurate records, and accept feedback.
• Reliable availability for a full-time, in-office, Monday-through-Friday position in Houston.

Responsibilities

• Answer incoming calls, welcome visitors, capture complete messages, and route requests promptly and professionally.
• Monitor and triage shared-inbox messages, identify urgency, prepare approved routine responses, and track follow-up until resolved.
• Communicate clearly with clients, prospects, vendors, and team members by phone and email.
• Escalate complaints, technical questions, sensitive matters, and unusual requests.

Skills

Clear communication

Organizational skills

Attention to detail

Professional judgement

Software proficiency

Procedural follow-through

Reliability

In-office availability

Tools

CRM systems

Client portals

Workflow-management tools

Cloud documents

Calendars

Spreadsheets

Document-management systems

Job description

Chery Finn CPAs PLLC in Houston, TX is seeking a dependable Administrative Assistant to provide daily administrative support and front-line client service for a busy CPA firm.

The role handles communications, document management, scheduling, onboarding, signatures, billing follow-up, and office needs, following established procedures and escalating when needed. This is an in-office, full-time position.