Overview
Client concierge / Admin assistant Jobs in Tarboro, NC at Pollard CPA PLLC
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
Title: Client concierge / Admin assistant
Company: Pollard CPA PLLC
Location: Tarboro, NC
