Remote Administrative Assistant - Client Services Team Job at, United States

  • United States

Job Description


Awarded Inc. Magazine's Best Workplaces 2022, 2023 & 2024! is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match!
It's been an exciting 20 years at! We hope you will join us as we continue this exciting revolutionary journey we are on.
Your Role:’s Administrative Assistant is responsible for ensuring the coordination of the Client Services Team’s operations, procedures and resources to facilitate organizational effectiveness. This support role works with the Controller team within the organization to ensure efficient workflow within the group. The position requires the ability to communicate professionally and clearly with all internal and external clients. The Administrative Assistant will partner directly with a second Client Service’s Administrative Assistant, as well as Administrative Assistants in other departments.  The Administrative Assistant must be comfortable working with different personality types and ability to take direction from multiple managers. Excellent organizational, time/project management and attention to detail skills are essential in this position. The ideal candidate will have a passion for helping others, juggling multiple priorities simultaneously within a fast paced environment, is extremely organized and is technology savvy. 

Essential Duties & Responsibilities:

  • Ownership of many key reports and the underlying data used in those reports
  • Creation of new reports based on department needs, relying on tools such as Power Queries, VLOOKUP, XLOOKUP and Pivot Tables
  • Analyze reports to provide actionable data to key ADC leaders  
  • Work with Client Services Director and Assistant Directors to schedule client review calls and other internal meetings
  • Maintain accuracy of ADC task management system for the Client Services Team
  • Manage Scorecards for Weekly EOS Meetings
  • Lead key audit processes within the department to ensure appropriate bank controls and to ensure all client calls are appropriately documented
  • Update policies and procedures, as directed
  • Keep Controllers informed of important information and any significant issues that arise
  • Anticipate the needs of others in order to ensure a seamless and positive experience
  • Look for efficiencies where possible to enhance current processes
  • Perform other duties as assigned, including special projects and ad-hoc requests

Essential Skills & Experience:

The ideal Administrative Assistant, Client Services Team will have 2 years minimum experience in an administrative role.

In addition: 

  • Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks.
    • G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment
    • R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment
    • I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices
    • T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills
  • Excellent verbal and written communication are essential
  • Self-motivation and independent thinking.  Is resourceful and proactive, with the ability to analyze and monitor internal processes for operational efficiency.
  • Proficiency in Microsoft Office including Excel, Word, and Outlook. Must have strong experience with XLOOKUP, VLOOKUP & Pivot Tables as well as Power Queries.  
  • Proven ability to multi-task, while adhering to deadlines and prioritizes accordingly.
  • Ability to maintain confidentiality
  • Ability to work independently in a virtual environment  
  • Comfortable interacting on webcam
  • Strong technical skills
  • Keen attention to detail and high level of accuracy
  • Strong customer service skills with both internal and external customers
  • Ability to work in a fast paced, ever changing environment


Minimum Education & Training Required:

  • High school diploma
  • Previous experience in a CPA firm, or related field is preferable, but not required


If these are the things that you are passionate about and excite you, then we should talk!

Working at, LLC
The people at, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting.

Benefits include:    

  • Work from home, W-2 position
  • Compressed work week option available
  • Generous vacation and paid holidays
  • Group Medical, Dental, Life, Vision, Accident Insurance
  • 401(k) plan
  • Participation in a company wide annual bonus incentive plan
  • $25 monthly internet stipend
  • Virtual employee groups, clubs, and activities throughout the year
  • Casual dress

How to become part of our future success:
If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you’re the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at is based solely on a person's merit and qualifications.

Job Tags

Holiday work, Casual work, Work from home,

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