Office Assistant

Atherton & Associates, LLPSonora, CA
4d

About The Position

We are seeking a polished, professional, and highly organized Office Assistant to be the first point of contact for our clients and visitors. This role requires exceptional communication skills, a warm and welcoming demeanor, and the ability to manage multiple administrative tasks in a fast-paced, client-focused environment. As a key member of our team, you will represent the firm’s brand and ensure that every client interaction reflects our commitment to excellence.

Requirements

  • 1–3 years in a receptionist, administrative assistant, or customer service role (professional services experience preferred)
  • Strong verbal and written communication skills with a client-first mindset.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfort with scheduling systems.
  • Experience managing multi-line phone systems while maintaining professional phone etiquette.
  • Ability to manage multiple tasks with accuracy and attention to detail.
  • Professional and polished demeanor and appearance.
  • Dependable, organized, and proactive with a strong sense of ownership.

Nice To Haves

  • Familiarity with QuickBooks for bookkeeping or basic accounting tasks is a plus.

Responsibilities

  • Assist with front desk operations, delivering exceptional client service with a high level of professionalism.
  • Manage incoming calls, emails, and inquiries, directing them to appropriate team members as needed.
  • Perform data entry, filing, and document proofreading to ensure accuracy and organization.
  • Utilize Microsoft Office Suite to prepare reports and handle professional correspondence.
  • Assist with calendar management by scheduling appointments, coordinating meetings, and maintaining accurate availability.
  • Conduct clerical tasks such as typing, photocopying, scanning documents, and maintaining organized records.
  • Assist with bookkeeping tasks using QuickBooks or similar accounting software for basic financial record-keeping.
  • Provide back-office support related to tax return filing.
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