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A well-established and highly respected CPA firm in Brea is seeking a dependable Administrative Office Assistant to join their team. This is an excellent opportunity for a professional who values stability, enjoys supporting a busy office environment, and takes pride in following through on responsibilities with accuracy and consistency.
Job Responsibility
Answer and direct incoming phone calls in a professional manner
Greet clients and visitors while providing exceptional customer service
Manage incoming and outgoing mail, packages, and correspondence
Schedule appointments and maintain calendars for accounting staff
Prepare, organize, scan, and file client documents and records
Assist with data entry and updating client information in company databases
Support tax season administrative projects and document management
Order and maintain office supplies and coordinate vendor requests
Assist with special projects and general office support as needed
Ensure confidentiality of client and financial information
Requirements
2+ years of administrative, office assistant, receptionist, or customer service experience
Strong organizational skills and attention to detail
Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel