Job Overview

Our client is looking for a professional and polished Administrative Assistant to serve as the primary point of contact for their firm. This role is a dynamic blend of client relations, travel coordination, and creative support. The ideal candidate will represent the firm on virtual calls and assist in managing the administrative needs of tax, accounting, and business coaching clients. This position offers a unique growth path, with the potential to transition into a full-time role based on performance and business needs.

Schedule

• Monday - Friday, 10:00 AM - 2:00 PM EST (20 work hours per week)

Responsibilities

• Manage incoming emails and phone calls, serving as the first point of contact for client inquiries
• Look up client information in the system to answer basic questions such as filing statuses
• Coordinate travel arrangements including booking flights and managing itineraries
• Create basic visual materials in Canva and prepare spreadsheets for business coaching clients
• Maintain a professional presence on client-facing Zoom calls, representing the firm with polish
• Support the team with ad hoc administrative tasks as needed to keep operations running smoothly
• Follow and maintain established protocols for client communication and data management

Requirements

• Strong written and verbal English communication skills for direct client interaction
• Familiarity with Canva and general office productivity tools (spreadsheets, etc.)
• Willingness to learn QuickBooks Online and ProConnect as part of the onboarding process
• High level of attention to detail and ability to work independently
• Professional demeanor and presentation for virtual client-facing meetings
• Team-player mentality with flexibility to take on tasks outside core responsibilities
• A professional, remote-ready setup suitable for frequent Zoom interactions

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.