Administrative Support Specialist (Client-Facing | Portal, Phones & Scanning) Accounting Firm

Administrative Support Specialist (Client-Facing) Accounting Firm Port Jefferson, NY

About the Role

We are a growing CPA firm based in Port Jefferson, NY, seeking a client-focused Administrative Support Specialist. This is a full-time, in-office position whereyou'll serve as the face of our firm greeting clients, managing calls, handling client portals, A/R responsibilities and organizing sensitive financial documents with care.

If you enjoy building relationships, helping people, and being part of a supportive team, this role is a great fit.

Key Responsibilities

• Client Communication:Serve as the first point of contact for clients answering phones, greeting visitors, and responding to inquiries with professionalism and warmth.

• Client Portal Management:Guide clients through our secure document portal,assistwith uploads, and troubleshoot access issues via phone or email.

• Document Management:Scan, organize, and digitally file client tax documents, financial statements, and records whilemaintainingstrict confidentiality.

• Administrative Support:Manage incoming calls, coordinate tasks, and collaborate with the accounting team to ensure clients receivetimelyandaccuratesupport.

Qualifications

• Strong customer service mindset with excellent interpersonal and communication skills (verbal and written).

• Comfortable speaking with clients and working in a fast-paced professional office environment.

• Detail-oriented with strong organizational skills and the ability to handle confidential information.

• Proficient with basic computer tasks, email, and web-based portals; familiarity with MicrosoftOffice/Excel is a must.

• Prior experience in an administrative, receptionist, or client service role preferred. Experience in a CPA firm or professional services environment is a bonus, but not required.
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• High school diploma or equivalent required.

What We Offer

• Competitive compensationbasedon experience.

• Stable, full-time position with consistent daytime hours (MondayFriday).

• Team-oriented, collaborative work environment.

• Opportunities for skill development and professional growth.

• Health Insurance
• Dental and Vision
• Vacation and Sick Time
• 401K with Matching

How to Apply

If you enjoy building positive client relationships and being a dependable resource in a professional setting,we'dlove to hear from you. Click Apply tosubmityour resume and a brief note about why this role interests you.