OVERVIEW

We’re looking for detail-oriented, motivated team members to join our growing firm as an Administrative & Client Services Specialist. This role combines client relations, administrative support, and document processing to ensure our operations run smoothly and our clients receive exceptional service. If you enjoy working with clients, staying organized, and keeping everything running efficiently, we want to hear from you! Previous administrative, bookkeeping, or tax office experience is a plus

SKILLS

• Must be bilingual Spanish and English
• Proven experience in project management or account management in a client-focused environment
• Familiarity CRM tools is highly desirable, Gmail, Excel sheets, Google Drive
• Knowledge of Tax systems or software, quick books a plus
• Strong detailed oriented, Ability to multitask in a fast-paced environment
• Excellent verbal and written communication skills for client and team interaction
• Ability to analyze data and provide actionable insights for improving client services
• Background in financial services is advantageous but not mandatory
• Commitment to delivering exceptional customer service while maintaining professionalism
• Comfortable with technology, email, CRM systems, and document software
  Job Types: Full-time, Part-time, Contract
  Pay: $15.00 - $18.00 per hour
  Expected hours: 25 per week

Benefits:

• Health insurance
• Paid time off
• Paid training

Work Location: In perso

• Respond promptly to phone calls, emails, and texts
• Book consultations, follow-ups, and manage scheduling
• Send onboarding emails and PandaDocs to new clients
• Track client document submissions and provide service updates
• Review PandaDocs and other documents for completeness
• Create and maintain both digital and physical client files
• Upload documents into tax or accounting software
• Verify W-2s, 1099s, 1098s, and identification documents
• Organize deduction lists and other client documentation
• Collaborate with team members to ensure accurate client records
• Assist with other administrative tasks as needed