<p>Our client is seeking a <strong>Client Relations & Admin Support Specialist</strong> to assist a team of tax preparers and financial advisors. This role involves managing client communications, scheduling, and administrative tasks while supporting day-to-day operations in a professional office environment. The ideal candidate is organized, detail-oriented, and comfortable working independently while maintaining a high level of client service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Client Support & Communication</strong></p><ul><li>Serve as the first point of contact for clients via phone, email, and in-person</li><li>Schedule client appointments and manage calendars for tax preparers and advisors</li><li>Prepare and organize client documentation for meetings and filings</li><li>Maintain a professional and welcoming office environment</li></ul><p><strong>Administrative Support</strong></p><ul><li>Manage incoming and outgoing correspondence, including mail and email</li><li>Maintain and update client records in CRM and filing systems</li><li>Assist with data entry, document scanning, and file organization</li><li>Prepare and process standard forms, reports, and client communications</li></ul><p><strong>Operational Assistance</strong></p><ul><li>Coordinate with tax preparers and financial advisors to ensure timely completion of client deliverables</li><li>Track deadlines for tax filings, financial reviews, and compliance requirements</li><li>Order office supplies and manage vendor relationships as needed</li><li>Support onboarding of new clients with required documentation and setup</li></ul><p><strong>Confidentiality & Compliance</strong></p><ul><li>Handle sensitive financial and personal information with discretion</li><li>Ensure compliance with firm policies and industry regulations (e.g., IRS, SEC, FINRA)</li></ul><p>Please contact Gabrielle Maisonet or Mary Christman to learn more about this exciting opportunity!! (518) 462-1430- Talk soon!</p>

<ul><li>2+ years of administrative experience, preferably in financial or professional services</li><li>Proficiency in Microsoft Office (especially Outlook, Word, Excel)</li><li>Experience with QuickBooks and/or CRM systems is a plus</li><li>Strong communication and organizational skills</li><li>High attention to detail and ability to manage multiple tasks</li><li>Professional, client-focused demeanor</li><li>Ability to handle confidential information with discretion</li><li>Comfortable working independently in a quiet, onsite office environment</li></ul>

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>