Seneca Financial Partners
Administrative Coordinator
Seneca Financial Partners, Beaverton, Oregon, United States, 97005
Job Description
Job Description Description: About the job About Us At Seneca Financial Partners, we are a client-centric, boutique accounting, tax, and advisory firm committed to delivering personalized financial solutions that empower businesses and individuals. As we continue to grow, we are looking for a professional, organized, and personable Administrative Assistant to join our Beaverton office.
Position Overview We’re seeking an Administrative Assistant who thrives in a fast-paced, professional environment. This role is client-facing and plays a key part in maintaining the exceptional service standards our firm is known for. You will be the first point of contact for clients, ensuring a welcoming and efficient experience while supporting the daily operations of our firm.
Key Responsibilities Greet and assist clients in person, over the phone, and via email with a courteous and professional demeanor Manage scheduling and calendar coordination for meetings, appointments, and deadlines Maintain accurate and organized client files, both physical and digital Support the accounting and advisory teams with administrative tasks including document preparation, data entry, and correspondence Handle incoming and outgoing mail and deliveries Order and maintain office supplies and support office organization Maintain confidentiality and discretion when handling sensitive information
Professional Growth This is more than just an administrative role — it's a potential starting point for a rewarding career path within our growing firm. Several team members who began in this role have successfully developed the skills and experience needed to advance into other professional positions across accounting, tax, advisory, and operations. We are committed to supporting your development and recognizing your contributions. Requirements: Qualifications Proven experience in a client-facing administrative or office support role (experience in an accounting or professional services firm is a plus) Excellent verbal and written communication skills Strong organizational skills with attention to detail Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and ability to learn industry-specific software Ability to manage multiple priorities with a calm and professional demeanor High level of integrity and discretion in handling confidential information
Job Description Description: About the job About Us At Seneca Financial Partners, we are a client-centric, boutique accounting, tax, and advisory firm committed to delivering personalized financial solutions that empower businesses and individuals. As we continue to grow, we are looking for a professional, organized, and personable Administrative Assistant to join our Beaverton office.
Position Overview We’re seeking an Administrative Assistant who thrives in a fast-paced, professional environment. This role is client-facing and plays a key part in maintaining the exceptional service standards our firm is known for. You will be the first point of contact for clients, ensuring a welcoming and efficient experience while supporting the daily operations of our firm.
Key Responsibilities Greet and assist clients in person, over the phone, and via email with a courteous and professional demeanor Manage scheduling and calendar coordination for meetings, appointments, and deadlines Maintain accurate and organized client files, both physical and digital Support the accounting and advisory teams with administrative tasks including document preparation, data entry, and correspondence Handle incoming and outgoing mail and deliveries Order and maintain office supplies and support office organization Maintain confidentiality and discretion when handling sensitive information
Professional Growth This is more than just an administrative role — it's a potential starting point for a rewarding career path within our growing firm. Several team members who began in this role have successfully developed the skills and experience needed to advance into other professional positions across accounting, tax, advisory, and operations. We are committed to supporting your development and recognizing your contributions. Requirements: Qualifications Proven experience in a client-facing administrative or office support role (experience in an accounting or professional services firm is a plus) Excellent verbal and written communication skills Strong organizational skills with attention to detail Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and ability to learn industry-specific software Ability to manage multiple priorities with a calm and professional demeanor High level of integrity and discretion in handling confidential information