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Robert Half Logo Robert Half · Office Administration

Administrative Assistant / Client Concierge

United States, Fort Worth · Job Posted May 03, 2026
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Job Description

We are seeking an Administrative Assistant / Client Concierge to support client-facing administrative processes and internal workflow coordination in a detail oriented services environment. This role is critical in ensuring a smooth, timely, and high-quality experience for both clients and internal teams. The ideal candidate is organized, detail-oriented, and comfortable communicating with clients while keeping multiple workflows moving at once. This position works closely with CPAs, clients, and internal systems to support billing, workflow tracking, and overall client service delivery.

Job Responsibility

  • Coordinate internal workflows and follow up on outstanding items to keep client work on track
  • Communicate with clients regarding administrative matters, billing questions, and document delivery
  • Process and distribute completed tax returns and related materials
  • Manage engagement letters, including preparation, tracking, and follow-ups
  • Assist with new client onboarding and setup in firm systems
  • Apply client payments and assist with accounts receivable tracking and follow-ups
  • Update workflow and tracking systems to reflect current project status
  • Escalate stalled or delayed work to appropriate team members
  • Provide general administrative support to ensure an efficient and detail oriented client experience

Requirements

  • Previous experience in an administrative, client service, or office support role (detail oriented services or accounting firm experience is a plus)
  • Strong organizational skills with the ability to manage multiple priorities
  • detail oriented written and verbal communication skills
  • High attention to detail and follow-through
  • Comfortable working with internal systems, workflow tools, and standard office software
  • Ability to handle sensitive and confidential information appropriately

What we offer

  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
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