Location: Remote
Job Type: Full Time
Pay Rate: DOE (this is an hourly position)
About Us: Busy Bee Advisors is a leading accounting firm working with small business owners across the United States. We strive to provide exceptional financial services to our diverse clientele. We pride ourselves on our accuracy, attention to detail and commitment to client satisfaction. BBA is proud to offer opportunities for professional development and growth along with a collaborative and supportive remote work environment.
Job Description: We are looking for a Front Office Admin Assistant to join our team and provide exceptional support to our bookkeeping and tax clients. This role is ideal for someone highly organized, detail-oriented, and passionate about client communication.
Responsibilities:
Greet clients via phone and email, schedule appointments, assist with document submissions, and maintain accurate client records.
Manage client onboarding, organize digital files, maintain records, and update company documents.
Ensure tax and bookkeeping teams have necessary client documents, track deadlines, and assist with bank statement retrieval.
Help clients navigate online portals, troubleshoot minor software issues, and maintain essential business software.
Manage prospect inquiries, schedule appointments, follow up with potential clients, and track new client sources.
Update calendars and ensure smooth workflow for the team.
Ability to use and learn additional software platforms.
Projects as assigned.
Qualifications:
HS Diploma or higher
Proven experience in prior remote work environment
Prior Customer Service work experience
Proficiency in QuickBooks Online and Microsoft Suite
Willingness to submit to and pass a complete background check
Excellent communication skills, both written and verbal
Strong problem-solving abilities and a customer-focused attitude
Ability to manage time effectively and work independently
If you are passionate about helping others and have a knack for providing outstanding customer service, we encourage you to apply for the Front Office Admin Assistant position.
How to Apply: Interested candidates should submit their resume and a cover letter outlining their relevant experience to info@busybeeadvisors.com by March 15, 2025.
BBA happily pays a referral fee for any prospects that become clients.
