Administrative Coordinator

This is YOUR opportunity to have more variety in your daily job duties, supporting a rapidly growing business. You are the calendar master. The organizational guru. And the linchpin of growth for the company to go to the next level. This is your opportunity to join as the “right hand” to the Founder as Administrative Coordinator.

This role offers the opportunity to gain additional exposure learning the ins and outs of all of a businesses operations and playing an instrumental part to company growth.

Administrative Coordinator- Your Job Duties:

• Efficiently manage the Founder's calendar and email inbox
  • Manage calendar invites to clients and prospective clients
  • Ensure the Partner has his days scheduled well in advance, and is notified of any changes immediately
  • Ongoing calendar management to confirm appointments, manage the Partner’s time and schedule – you are the calendar owner and master!
• Support client deliverables by providing first level client deliverables, obtaining signatures and following up to obtain information (ie: requests for information, signatures on client documents and engagement letters, follow ups for information, collection requests)
• Support sales enablement and client service delivery
• Create and initiate processes, procedures and policies that the firm needs in order to continue to grow.
  • Streamline CRM organization and spearhead marketing initiatives
  • Handle data entry in CRM, ensure all information is accurate and detailed
  • Maintain engagement letters and engagement due dates
  • Assist with employee handbook creation and ongoing updating
  • Help set and maintain the company culture (including internal and external events, birthdays, holiday gatherings, etc.)

Administrative Coordinator- Required Skills, Experience & Team Fit

• You are someone who is comfortable managing up – managing a busy leader’s calendar and time blocking for high priority items
• You enjoy being the “go to” for client requests, ensuring clients feel heard and receive a quick response and a positive customer service experience
• You are a master pivoter and juggler and are flexible with the ever changing priorities of working in a small office
• You independently troubleshoot and can work well with limited oversight or resources – when issues arise you find a solution because you have to
• You have prior experience with calendar management, high volume email and the MS Suite of products (Word & Excel)

Administrative Coordinator – You Might Have (Desired, Not Required)

• Previous experience working with a CPA firm or other professional services company
• Experience with QuickBooks Online
• Experience with SafeSend
• Experience with CCH – Practice Management, ProSystems Tax, etc.
• Experience with Monday.com

This role is fully onsite and is located in our Roseville, CA office, near the Fountains Shopping Plaza. 

Your schedule would be Monday through Friday normal business hours.

Your compensation will be $67,000 to $80,000 salary exempt for full time salary, depending on experience.

You will be provided with comprehensive benefits including medical and dental plan (you choose the plan that works for you!), 401k with very strong company matching contribution, paid time off and paid holidays.

We value work-life balance and an environment that supports your personal life along with your professional development.