We are a growing boutique accounting and client services firm seeking an experienced, highly organized, and proactive Client Services & Operations Administrator to join our team.
This is a unique opportunity for someone who enjoys variety, thrives in a collaborative environment, and takes pride in delivering exceptional client service. You'll play an integral role in a growing boutique firm where relationships, collaboration, and high-touch client support are at the heart of what we do.
About the Role
Working closely with the firm's founder and accounting team, you'll serve as a trusted operational partner, helping coordinate day-to-day client operations while supporting a variety of accounting, administrative, and family office activities. As a key member of our team, you'll help keep work moving and contribute to delivering an exceptional client experience.
Responsibilities include:
• Coordinate client operations, project workflows, and special projects.
• Support family office and client service activities, including bill payment coordination, property administration, document retention, vendor management, and concierge-style services.
• Coordinate with clients, attorneys, CPAs, bankers, investment advisors, payroll providers, insurance professionals, vendors, and other trusted advisors.
• Prepare client correspondence, organize documentation, and maintain electronic client files.
• Assist with accounts payable workflows, invoice coordination, and client administration.
• Partner with the bookkeeping team to support reconciliations, month-end activities, and ongoing accounting functions.
• Help improve firm processes while contributing to an exceptional client experience.
Qualifications
The ideal candidate will have:
• 5+ years of experience in bookkeeping, accounting support, office operations, client services, family office, or a professional services environment.
• Bachelor's degree in accounting, business, finance, or a related field preferred, or an equivalent combination of education and relevant professional experience.
• Hands-on experience with accounts payable, bookkeeping, and QuickBooks Online.
• Strong proficiency with Microsoft Office (particularly Excel, Word, and Outlook), Adobe Acrobat, and electronic document management.
• Experience with Asana or similar project management software is highly preferred.
• Exceptional organizational, communication, and time management skills.
• Strong attention to detail with the ability to manage multiple priorities.
• A proactive, service-oriented mindset with excellent follow-through.
• Professional judgment, discretion, and a collaborative approach to supporting clients and teammates.
What We Offer
• Part-time position (approximately 15 - 25 hours per week)
• Primarily in-office, collaborative work environment in San Anselmo
• Flexible, consistent schedule
• Opportunity to grow with a boutique firm serving high-net-worth individuals, families, and closely held businesses
If you enjoy wearing multiple hats, building relationships, solving problems, and helping clients and teammates succeed, we'd love to hear from you.
Please submit your résumé along with a brief introduction telling us about yourself and why this opportunity interests you.
Principals only. Recruiters, please don't contact this job poster.