Location: In-Office
Company: The Counting House
Role Overview
The Office Administrator is the first point of contact for clients of The Counting House. This role is responsible for creating a professional, welcoming experience for every client while ensuring smooth front-office operations. The ideal candidate is organized, personable, detail-oriented, and comfortable handling multiple priorities in a fast-paced professional services environment.
This role is critical to client perception, internal workflow, and overall office efficiency.
Key Responsibilities
Client Experience & Front Desk
- Greet clients in person and by phone with professionalism and warmth
- Manage incoming calls, voicemails, and general inquiries
- Schedule, confirm, and manage client appointments
- Ensure the reception area is clean, organized, and client-ready at all times
Administrative & Office Support
- Handle incoming and outgoing mail, document intake, and scanning
- Assist with client onboarding paperwork and document tracking
- Maintain organized digital and physical filing systems
- Support accountants and leadership with administrative tasks as needed
Client Communication & Follow-Ups
- Send appointment reminders and basic client communications
- Route client questions to the appropriate team member
- Maintain confidentiality and professionalism with sensitive financial information
Process & Systems Support
- Follow established office workflows and procedures
- Help keep client records accurate and up to date
Ideal Candidate Traits
- Friendly, calm, and professional demeanor
- Strong organizational and communication skills
- Comfortable interacting with clients in person and over the phone
- Detail-oriented with the ability to follow processes
- Trustworthy
- Basic computer proficiency (email, scheduling software, document management)
Why This Role Matters
This position sets the tone for The Counting House. Clients should feel confident, welcomed, and taken care of from the moment they walk in or call. A great Office Administrator reduces interruptions for the accounting team and keeps the office running smoothly.
Pay: $35,000.00 - $45,000.00 per year
Work Location: In person
