Client and Office Support Specialist

Administrative and Document Associate

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This is an in person position.

Are you detail-oriented, organized, and eager to be part of a collaborative, client-focused team? SMB Advisors Corp is seeking an Administrative and Document Associate to support our tax and financial advisory operations. This role combines administrative support, document management, and client interaction to help ensure our office runs smoothly and our clients receive the highest level of service. If you are a loyal, long-term team player, detail-oriented, organized, and have a passion for providing excellent customer service, we want to hear from you!

Possible flexible schedule or even part-time availability.

• Administrative & Scheduling:
  Manage calendars, schedule appointments, handle incoming/outgoing calls, and prepare meeting minutes.
• Document Management:
  Collect, scan, and upload client documents, download and organize bank statements, and assist in maintaining secure electronic files.
• Client Support:
  Provide professional communication through phone, email, and in-person interactions, ensuring clients feel supported and valued.
• Office Operations:
  Sort and distribute mail, assist with reimbursements, manage correspondence, and support events and meetings.
• Technology & Software Use:
  Upload client data into OCR-type software (training provided), work with Microsoft Office 365 Suite, Google Docs/Sheets, and assist in resolving minor computer/technical issues.
• General Office Care:
  Maintain neatness of common areas, conference rooms, and office kitchen; help with light housekeeping and basic cleanup as needed.

• High School Diploma or GED required, some college preferred.
• Technical
  
  Skills:
  • Intermediate knowledge of Microsoft Excel, Word, Outlook and Office 365 Suite.
  • Intermediate knowledge of Google Sheets and Docs.
  • Familiarity with bank statement downloads and basic document workflows.
  • Technical aptitude to troubleshoot minor computer issues.
• Industry Knowledge:
  Some exposure to annual tax forms and financial documents preferred.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills. Must be able to take meeting minutes.
• Ability to work both independently and collaboratively in a team environment.
• Ability to multitask and prioritize tasks required.

• Experience in financial services, bookkeeping, or administrative support roles.
• Experience in an accounting environment with tax forms and returns.
• Experience with Sure Prep and Ultratax a plus.

• Salary Range: $45,000.00 - $50,000.00 (commensurate with experience) + Bonus
• Comprehensive benefits package including:
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off and flexible scheduling (longer hours during tax season; shorter in off‑season)
• Training opportunities for new software and professional growth.

At SMB Advisors, we have taken the time to develop solutions that fit the needs of today's entrepreneurs. It's not just about delivering reports and statements anymore—it's about working collaboratively with clients to help build sustainable, profitable businesses. We accomplish this by serving as a dedicated advisor—guiding clients on everything from entity selection and cash flow analysis to operations and technology.

While we still supply clients with much-needed financial statements and monthly reports, we also support you with the focused input and analysis required to understand the numbers and make fiscally sound, informed decisions that drive business growth.

SMB Advisors Corp is committed to fostering a workplace that is diverse, equitable, and inclusive. We celebrate differences and believe that diverse backgrounds and perspectives drive innovation and success. We are proud to be an Equal Opportunity Employer.

Employment Type:

Full Time

Years

Experience:

1 - 3 years

Salary: $45,000 - $50,000 Annual

Bonus/Commission:
Yes