Administrative Assistant

CLIENT CONCIERGE

Position Description and Summary of Role:

Step into a purpose driven role on an elite team of high performers where everyone is a leader. Help our clients navigate the complexities of tax and wealth management within a fast-paced – and friendly – financial planning and CPA team. Use your strong interpersonal skills and ability to handle a multitude of responsibilities while consistently performing at a high standard, to deliver a remarkable client experience that provides security beyond the numbers for clients and team members. At Barrows Sollenberger Group we have a trusting environment that is focused on leadership and results.

As a Client Concierge, you will manage and coordinate the office calendar, ensuring timely and effective scheduling of client meetings with partners and team members, along with managing administrative tasks that support our tax, accounting and wealth management teams. Your goal is to provide exceptional client service in a fast-paced, friendly environment, ensuring that the client experience is seamless, securing their trust with every interaction while managing a variety of administrative and service related tasks. We value integrity, communication, and teamwork in a culture that thrives on growth and servant leadership.

Our team members are involved in high-level client contact and exposure to sensitive and private information. As such, a successful background check fingerprinting is required prior to hire.

Full-time position, On-site -Chambersburg, PA

Operations:

• Answer and transfer calls; respond to phone inquiries promptly and courteously.

• Greet clients/visitors with professionalism ensuring an exceptional first impression.

• Address and resolve first-line client issues effectively, efficiently, and with professionalism.

• Manage and maintain the office calendar, scheduling appointments for partners and other team members as needed, ensuring that client meetings and internal discussions are well coordinated.

• Scan, copy and organize files and documents accurately.

• Maintain the firm’s documents including the creation, filing, and purging of documents.

• Process and assemble various tax returns in a timely manner.

• Track and maintain, assemble and document proof of mail.

• Handle and store sensitive and confidential information with care, adhering to security and confidentiality protocols.

• Support CRM management and respond to client inquiries, ensuring timely and efficient follow-up.

Key Traits of Success:

Client Focused • Trustworthy and Ethical • Effective communication with clients and team members • Strong organizational and time management skills, with the ability to coordinate schedules and prioritize client and team member appointments. • Attention to detail and organization • Effectively and efficiently use time and manage energy • Comfortable with a fast-paced environment and technology • Ability to multi-task • Adaptive mindset • Positive attitude and sincere willingness to constantly learn and grow

High School diploma is required with 1 year of Administrative Assistant or Office Assistant work experience. Ability to follow directions and work with minimal supervision. Ability to maintain client confidentiality. Dedication to detail and accuracy. Must be able to work as a member of a team.

Compensation relative to experience and benefits include paid holidays, vacation and sick time; retirement plan; health insurance; professional development opportunities; potential performance bonuses.