Client Outreach Professional / Executive Assistant
About The Position
We are seeking a highly professional Client Outreach Professional / Executive Assistant to support our Office Manager, Director of Operations, and leadership team. This role blends traditional administrative support with executive assistant duties, front desk coverage, client interaction, business development support, and marketing/event coordination. The ideal candidate is adaptable, organized, confident communicating with clients, and eager to contribute to a growing, entrepreneurial environment. While the role is primarily MondayFriday during business hours, occasional evenings may be required for networking events and marketing initiatives throughout the Greater Northern California region.
Requirements
- Strong organizational skills with exceptional attention to detail and accuracy.
- Ability to manage multiple priorities and time-sensitive tasks in a fast-paced environment.
- Superior written and verbal communication skills; professional and positive interpersonal presence.
- Strong problem-solving abilities with a resourceful, proactive, and self-starter mindset.
- High level of integrity, discretion, and adherence to confidentiality protocols.
- Ability to work independently while also collaborating effectively with team members.
- Professionalism, reliability, and the ability to represent Centenal with maturity and diplomacy.
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
- Familiarity with Adobe tools.
- Comfort learning new software systems and workflows quickly.
- 1-3 years of professional office administration, front desk, or executive assistant experience preferred.
Nice To Haves
- Experience in a tax, accounting, legal, financial services, or professional office environment is helpful but not required.
- Experience with CCH Axcess Suite is a plus, but not required.
- Bachelors or higher level of education preferred
Responsibilities
- Cover the front desk and serve as the first point of contact for clients, visitors, and callers.
- Answer, screen, and route calls professionally and efficiently.
- Greet clients and coordinate meeting room availability.
- Maintain a clean, organized, and welcoming office environment.
- Assist the Office Manager and Director of Operations with daily functions.
- Scan, upload, and organize client documents (current and prior-year tax information) into electronic systems.
- Maintain tax processes, workflows, and procedural documentation.
- Process, assemble, and package client tax returns and financial statements.
- Prepare letters, correspondence, and outgoing mail; manage incoming mail.
- Handle general office support tasks such as filing, document prep, supply management, and organization.
- Manage calendars, scheduling, and internal coordination for leadership.
- Support special projects and administrative initiatives led by the Director of Operations.
- Assist with internal reporting, research, preparation of presentations, and project tracking.
- Support business development initiatives by helping coordinate outreach, follow-ups, and CRM updates.
- Assist with marketing tasks, branding initiatives, and go-to-market activities.
- Attend professional, networking, or marketing events on behalf of the company.
- Coordinate logistics for firm events, sponsorships, and relationship-building activities.
Benefits
- Opportunity to grow with a rapidly expanding, entrepreneurial professional services firm.
- Direct involvement in operations, business development, and marketing.
- A supportive leadership team invested in your development and long-term success.
- A chance to make meaningful contributions to company culture and client service.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
11-50 employees
