Client Services Coordinator - Front Office & Client Support

Job Function
Admin/Clerical/Secretarial

Employment Type

Part-Time

Experience Level
1-2 Years

Required Travel
0-10%

About Us

At De Boer, Baumann & Company, P.L.C., we think differently about the public accounting profession. It’s not just about working with numbers; it’s about the businesses, the goals and the people that those numbers represent. Our team shares this passion, this vision, and these values, across all our locations in Grand Haven, Holland and South Haven.

The Client Services Coordinator - Front Office & Client Support will greet, assist, and provide direction/information to clients, visitors, and other guests of the firm. Additionally, they will coordinate office activities and operations while providing clerical and administrative support to the firm.

• Directs office activities and functions to maintain efficiency and compliance with company policies
• Greets clients, visitors, and guests; determines the purpose of each person’s visit and directs or escorts him or her to the appropriate location
• Answers, screens, and directs phone calls to staff; takes messages, schedules appointments, provides email correspondence in a muti-inbox email environment, and handles physical mail distribution
• Maintains office supply inventory, record retention, documentation, and client files
• Assist with clerical aspects of client tax returns, such as preparing paper tax return packets to be mailed and sending secure email tax returns to clients for signatures
• Provide assistance with detail clerical review of financial statements, as needed
• Performs other related duties, as assigned

• An environment promoting and enabling a healthy work/life balance
• A competitive compensation and benefits package including medical, dental, vision, life insurance, 401(k), profit sharing, health spending account, flexible spending account, vacation time and more
• A commitment to the personal and professional development of all our team members
• An opportunity to work with a large variety of clients at multiple levels
• Advanced technology and communication systems

• High school diploma or equivalent (required)
• Associate’s degree in Office Administration, or related field (preferred)
• One year of administrative/clerical experience (required), three years (preferred)
• Excellent interpersonal and customer service skills
• Strong verbal and written communication skills
• Exceptional organizational skills and attention to detail
• Proven time management skills with an ability to meet deadlines
• Basic understanding of how to operate standard business equipment
• Proficient with Microsoft Office Suite programs, or related software
• Ability to work Full-Time during January through April and Part-Time May through December