Client Services Administrator
Core
Provide dedicated administrative and client services support to a boutique professional services firm specializing in tax, financial, and business advisory services.
Role type
Client Services Administrator
Builds
End-to-end advice and administrative support for small to medium-sized and privately owned businesses
Domain
Professional services (tax, financial, and business advisory)
Deliverable
dashboards & analysis
Required skills
Client relationship management, administrative coordination, document preparation, record keeping, workflow coordination, Microsoft Office proficiency
Preferred skills
Experience in accounting, financial services, or legal environments
Responsibilities
Act as a key point of contact for clients, coordinate meetings and appointments, prepare and distribute correspondence and reports, maintain accurate client records, assist with client onboarding, coordinate workflow and follow up on actions, support general practice administration, liaise with internal stakeholders, identify opportunities to improve administrative processes
Seniority
Mid-level, hands-on IC