Top 5 Client services & administrative coordinator Jobs in Fort Dodge, Ia

Client Services & Administrative Coordinator
Fort & Schlegel CPA —Fort Dodge, IA
- $15 - $28 an hour
- Full-time
- Office
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
4d
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Built By Shah —United States
- $4,000 - $7,500 a month
- Full-time
- Remote
- English
- Mid-level
- Communication skills
Quick Apply

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Client Services & Administrative Coordinator

Fort & Schlegel CPA -
Fort Dodge, IA

Quick Apply

Job Details

Full-time
$15 - $28 an hour
4 days ago

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Filing
Executive administrative support
Scanning
Law office experience
Office management

Full Job Description

Due to an impending retirement, Trailhead CPA is looking for an organized, dependable, and personable professional to join our team as a Client Services & Administrative Coordinator. This is a key position within our firm, combining client-facing responsibilities, billing and administrative duties, and direct support for our Managing Partner.

We’re looking for someone who enjoys working with people, takes ownership of details, and can keep things moving in a professional office environment. Because this person will often be one of the first points of contact for our clients, a welcoming attitude and strong communication skills are just as important as organizational ability.

What You'll Do

Billing & Financial Administration

Prepare and process client billing and invoices
Maintain accurate billing records and assist with accounts receivable follow-up
Coordinate with partners and staff regarding billing questions and adjustments
Help maintain organized and timely billing processes

Managing Partner Support

Provide day-to-day administrative support to the Managing Partner
Manage scheduling, meetings, correspondence, and follow-up items
Help organize priorities and keep important tasks and deadlines moving
Prepare documents, correspondence, and other materials as needed
Assist with special projects and firm initiatives

Client Service

Serve as a professional and welcoming point of contact for clients
Answer and route phone calls, emails, and client inquiries
Coordinate meetings and assist clients with routine requests
Help ensure clients receive prompt, professional service
Handle confidential client information with discretion

Office & Administrative Support

Help coordinate day-to-day office activities
Maintain organized electronic and physical records
Assist with document preparation, scanning, filing, and correspondence
Support the CPA team during busy tax and accounting deadlines
Look for ways to improve administrative processes and keep the office running efficiently

Who We're Looking For

The right person will be someone who:

Is highly organized and pays close attention to details
Communicates professionally and comfortably with clients
Can manage multiple priorities without losing track of follow-up items
Takes initiative and doesn't need to be reminded of every next step
Is comfortable working directly with firm leadership
Understands the importance of confidentiality and professionalism
Is dependable, positive, and willing to pitch in where needed
Is comfortable learning new technology and office systems

Previous administrative, professional-services, accounting-office, or billing experience is preferred. Experience in a CPA, legal, banking, or other client-service environment would be especially valuable, but we're willing to consider candidates with strong transferable skills.

Why Trailhead CPA?

At Trailhead CPA, we believe great client service starts with a great team. This position offers the opportunity to become an important part of the firm's day-to-day operations and work closely with both our clients and leadership.

We're looking for more than someone to complete administrative tasks. We want someone who can take ownership of the role, build relationships with our clients, and help make Trailhead CPA a better and more efficient firm.

If you're organized, personable, proactive, and enjoy being the person others can count on, we'd like to hear from you.

To Apply: Please submit your resume along with a brief introduction telling us why you think you'd be a great fit for Trailhead CPA.

Pay: $15.00 - $28.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

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client services & administrative coordinator jobs in fort dodge, ia

Client Services & Administrative Coordinator

Remote Client Success Manager — Marketing Performance & Retention (Early Career / Tech-Savvy)

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