Office Administrator

Job Description

Job Summary: We are seeking a detail-oriented and proactive Office Admin to join our growing firm. This role is critical in ensuring smooth day-to-day operations by managing communications, organizing workflows, and providing exceptional support to our clients and team. The ideal candidate will be fluent in English with excellent communication skills, strong organizational abilities, and a passion for delivering quality service. Key Responsibilities: Manage the firm’s email inbox, including sorting, responding to, and delegating emails appropriately. Answer and manage incoming phone calls via the office’s IP phone system Schedule and coordinate client meetings, both in-person and virtual. Prepare and send follow-up emails to clients after meetings, including summarizing notes and next steps. Assist in creating and maintaining client records in the firm’s database or CRM system. Provide timely responses to client inquiries and requests. Maintain organized filing systems for client records and office documentation on online portal. Monitor and track project progress using tools like Microsoft Planner or other project management software. Assist in preparing standard operating procedures (SOPs) and process documentation. Utilize tools such as AI-generated meeting transcripts to prepare detailed notes. Manage scheduling tools and ensure meetings are aligned with the team’s calendar. Perform light tech-related tasks, such as updating data in software like Drake Tax or bookkeeping systems. Assist with social media management, including scheduling posts and monitoring engagement. Help the team with any additional administrative or operational tasks as needed. Qualifications & Skills Experience: Prior experience in an administrative, virtual assistant, or support role, preferably within a CPA or professional services firm. Skills: Strong organizational and multitasking abilities; excellent written and verbal English communication skills. Tech Proficiency: Familiarity with tools like Microsoft Office, Google Workspace, CRM systems, and bookkeeping software (preferred). Accounting backround are plus point. Adaptability: Ability to work in a fast-paced environment and handle multiple priorities Preferred Skills and benefits Fluency in English speaking is must. Need to call clients in USA and other countries Working time: Indian Standard Time 9:30 Am to 07:00Pm. 5 Days working company CA Firm and accounting firm background Onsite ready to reloacte from other city we are open to hire Fresher can also apply with good english communication Job Types: Full-time, Fresher Pay: ₹15,000.00 - ₹35,000.00 per month Benefits: Leave encashment Paid time off Schedule: Day shift Monday to Friday Work Location: In person