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We are looking for a dedicated Administrative Assistant to join our team in Camarillo, California. In this long-term contract role, you will play a vital part in supporting daily operations and ensuring seamless client interactions. This position offers an excellent opportunity to contribute to a detail-oriented environment and refine your administrative skills.
Job Responsibility:
Coordinate scheduling for client appointments and maintain accurate calendars for staff and partners
Oversee the organization and upkeep of physical and digital client files, adhering to confidentiality protocols
Draft and prepare engagement letters, onboarding packages, and client communications
Manage the documentation and workflow processes, including scanning, organizing, and uploading tax and financial documents
Track the progress of tax returns, audits, and accounting projects to ensure timely completion
Facilitate the routing of documents for reviews, signatures, and final delivery to clients
Provide support for electronic filing processes and maintain records of filing confirmations
Answer inbound calls and assist with receptionist duties, ensuring a welcoming and detail-oriented experience for clients
Perform accurate data entry tasks to support office operations
Requirements:
Minimum of 3 years of experience in administrative roles, preferably in a detail-oriented office setting
Proficiency in administrative assistance, including scheduling and file management
Strong ability to handle receptionist duties with excellent communication and customer service skills
Experience with data entry and maintaining accurate records
Familiarity with workflow management and document tracking systems
High level of organizational skills and attention to detail
Ability to work independently and manage multiple tasks effectively
Commitment to maintaining confidentiality when handling sensitive client information
What we offer:
medical, vision, dental, and life and disability insurance