Admin Assistant

We are hiring for a Temporary Administrative Assistant on behalf of our client, an established boutique tax advisory and professional financial services firm. This role is ideal for a detail-oriented clerical professional eager to provide vital daily operational, documentation, and office coordination support.

Status: Temporary - December thru March Location: Middleburg, VA Schedule: Mon-Fri, 8:00A-4:00P 100% Onsite Compensation: $21.00-$23.00 / Hour

Responsibilities

• Monitor inbound digital communication channels and client portals daily to triage, log, and systematically archive tax forms, meeting summaries, and audio transcripts into designated electronic client folders.
• Process Return-to-Client requests by scanning physical files, uploading digital copies to secure portals, preparing outgoing postal/courier mailings, and coordinating confidential document disposal according to compliance protocols.
• Review completed professional service engagements to generate and distribute timely client invoices for tax preparation and advisory services, verifying client contact records for accuracy.
• Enter and categorize routine operational transactions and banking records within accounting software under management guidance.
• Retrieve and sort daily incoming postal mail from the P.O. Box, distribute correspondence to internal stakeholders, and oversee general scanning tasks.
• Track office supply inventory levels, recommend reorders before depletion, and execute miscellaneous administrative errands to facilitate smooth daily operations. Qualifications and Key Skills
• High school diploma or equivalent required; prior experience in an office administrative, clerical, or customer support role is preferred, though entry-level candidates with strong transferable skills are welcome to apply.
• Exceptional organizational abilities and a keen eye for precision when reviewing numerical data, verifying client records, and maintaining digital filing systems.
• Proficiency with Google Workspace / Gmail and MS Office; familiarity with practice management systems, cloud storage, or accounting platforms (e.g., QuickBooks, Harvest) is a strong plus.
• Basic familiarity with bookkeeping principles, invoicing workflows, or professional services environments is advantageous but not required.
• Strong written and verbal communication skills with the discretion required to handle sensitive client financial data. Compensation / Pay Rate (Up to): $21.00 - $23.00 Per Hour