On-Site Administrative Assistant – Client & Ops Support (Phoenix)

REDW Advisors & CPAs; Phoenix (AZ); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, vision, life, disable

401(k) with match

HSA and FSA options

Remote Work Stipend (WFH allowance)

Job summary

REDW Advisors & CPAs is seeking an Administrative Assistant for our Phoenix, AZ office. The role focuses on phones, correspondence, client interactions, CRM data entry, event coordination, and producing client deliverables.

It is an on-site position five days a week with opportunities to grow within a Top Workplace. We prefer 1–3 years in an administrative role, strong organization, and proficiency in Microsoft 365.

Qualifications

• High school diploma or GED required; some college preferred.
• 1–3 years’ experience as an administrative assistant or similar role.
• Overtime availability during busy seasons.
• Willingness to travel approximately (location dependent).

Responsibilities

• Answering phones and serving as first contact for the organization.
• Drafting, editing and proofreading business documents.
• Serve as primary contact for internal clients and processes.
• Coordinate client engagement setup and CRM data entries.
• Plan and execute internal meetings and events.
• Produce client deliverables such as reports and proposals.
• Assist with timekeeping and expense reporting.
• Coordinate communications with clients and staff.
• Support onboarding and train new staff.
• Provide back-up office support and take on special projects.

Skills

Strong organizational skills

Excellent written and verbal skills

Microsoft 365 proficiency

Office management & basic accounting

Professional appearance

Independent & team collaboration

Education

High school diploma/GED

Some college preferred

Tools

Microsoft 365

Job description

REDW Advisors & CPAs is seeking an Administrative Assistant for our Phoenix, AZ office. The role focuses on phones, correspondence, client interactions, CRM data entry, event coordination, and producing client deliverables.

It is an on-site position five days a week with opportunities to grow within a Top Workplace. We prefer 1–3 years in an administrative role, strong organization, and proficiency in Microsoft 365.