Back Office Admin

Glenn BurdetteSan Luis Obispo, CA
66d$21 - $26

About The Position

As a Back Office Admin at Glenn Burdette, you will ensure smooth workflow across departments by handling administrative tasks, maintaining accurate records, coordinating internal processes, and supporting the daily operations of our firm.

Requirements

  • High School Diploma
  • 2+ years of administrative experience.
  • Valid California driver’s license and proof of insurance
  • Ability to multi-task with ease and professionalism
  • Good interpersonal communication and customer service skills
  • Ability to use office equipment, including a computer, copier, and scanner

Nice To Haves

  • Bachelor's degree
  • Strong Microsoft Office skills

Responsibilities

  • Manage day-to-day office operations, including scheduling, document processing, and internal communications.
  • Maintain organized filing systems (digital and physical) for employee records, engagement letters, and other firm documents.
  • Assist with preparing internal reports, spreadsheets, and data summaries.
  • Assist with time entry, billing preparation, invoice distribution, and accounts receivable tracking.
  • Coordinate the collection and organization of client documents during busy seasons.
  • Support CPAs and partners with administrative needs related to audits, tax engagements, and consulting projects.

Benefits

  • Flexible PTO
  • Excellent Voluntary Insurance Options
  • 401(k) Matching
  • Discretionary Bonus
  • Commitment to Professional Development, including a CPA bonus for employees obtaining their CPA license
  • Meaningful work that makes a difference in our clients' lives
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