Client concierge / Admin assistant

Pollard

CPA PLLC

is seeking a professional, organized, and meticulous individual to join our team as a Client Concierge/Administrative Assistant. This central role serves as the primary point of contact for the firm, ensuring the seamless execution of all front-office and administrative operations. We require a dedicated professional who demonstrates efficiency, discretion, and an unwavering commitment to exceptional service and support.

Key Responsibilities Client Relations & Reception:

Serve as the firm's welcoming first impression, professionally greeting clients and managing the secure intake and release of sensitive documentation.

Communication Management :

Handle all incoming calls with excellence, accurately routing calls, taking messages, and efficiently managing the firm's central appointment and activity calendar.

Administrative & Client Support:

Provide direct support to the team and clients by addressing general procedural questions, assisting with formal document preparation, and executing various required administrative tasks.

Client Communication Platform:

Manage and respond to client inquiries and communications via our dedicated CRM platform, TaxDome.

Data & Records Integrity:

Maintain and manage the Customer Relationship Management (CRM) system, ensuring all client data and records are accurate and up-to-date.

Office Operations:

Oversee document processing, including meticulous scanning, copying, and filing (digital and physical), and manage all outgoing post and correspondence.

Essential Qualifications Professional Conduct:

Demonstrated excellence in phone etiquette and superior, high-touch customer service skills. You are the 'face' and 'voice' of the firm.

Organizational Acumen:

Strong organizational capabilities with a proven ability to effectively manage competing tasks and prioritize workload under pressure.

Technical Proficiency:

Knowledge of systems and standard office software applications (e.g., Microsoft Office Suite). Attention to

Detail:

Meticulous accuracy required for data entry, record-keeping, and handling confidential client documents.

Work Ethic:

Ability to function productively and independently with minimal direct supervision.

Communication:

Excellent command of both written and verbal communication. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Pay:

$15.00 - $17.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Ability to

Commute:

Tarboro, NC 27886 (Preferred)

Work Location:

In person