Client Services Manager/administrative Assistant - Walpole, United States - Treeful Damaso Aniceto, Inc.

Description

About Us:
TDA is a public accounting firm known for our excellence in auditing, tax consulting, and financial advisory services.

With a strong commitment to integrity, professionalism, and client satisfaction, we serve a wide range of businesses and individual clients.

Our team is currently looking to welcome a Client Services Manager.


Responsibilities:

• Serve as the first point of contact for the firm, managing reception duties, and providing exceptional customer service.
• Assist in scheduling and coordinating meetings, appointments, and client engagements.
• Prepare, organize, and maintain documents and records related to client accounts and firm operations.
• Support accounting staff with administrative tasks, such as document preparation and data entry.
• Manage office supplies inventory and order materials as needed.
• Assist in the preparation of reports, presentations, and proposals.

Skills and Expertise:

• High school diploma or equivalent; further education or certification in office administration is a plus.
• At least 2 years of experience in an administrative role, preferably in a public accounting or professional services firm. (Preffered)
• Proficiency in MS Office (Word, Excel, Outlook) and familiarity with accounting software.
• Excellent organizational and time management skills.
• Strong communication and interpersonal abilities.
• Ability to handle confidential information with discretion.
• A proactive approach to problemsolving with strong decisionmaking skills.

We Offer:

• Competitive pay & bonus structure
• 401(k)
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

This position offers a unique opportunity to contribute to the success of our firm while growing professionally in a supportive and dynamic environment.

If you are passionate about administrative excellence and ready to take the next step in your career, we would love to hear from you.

Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Overtime

Ability to Relocate:

• Walpole, MA 02081: Relocate before starting work (required)

Work Location:
Hybrid remote in Walpole, MA 02081