Job Duties:
* Serve as the first point of contact for client inquiries, providing prompt and accurate assistance.
* Greet visitors, manage the reception area, and direct them to the appropriate personnel or department.
* Coordinate and schedule client meetings, appointments, and follow-ups; prepare necessary materials.
* Assist with bookkeeping and maintain accurate client records, databases, and files (digital/hardcopy).
* Support HR activities, including event planning, onboarding, PTO tracking, and document management.
* Assist with marketing, update mailing lists, and manage office and vendor relationships.
* Oversee office organization, supplies, equipment, and mail processing.
* Track service activities and gather client feedback to resolve issues.


Requirements:
* High School Diploma or GED
* 3+ years of administrative work experience is required
* Experience with bookkeeping is required
* Working experience in the accounting / financial industry is highly preferred
* Proficient in MS Office Suite is required
* Experience with HR is a plus!
* Knowledge of Salesforce and/or QuickBooks Online is a plus!


Additional Info:
* Pay range: $55,000 to $70,000
* Schedule: M-F 8:30am to 5:00pm
* Location: In-Office


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.