Client Concierge/Senior Administrative Assistant Job Type: Full-time/Hybrid Accumulus Advisors?- Honolulu, HI

WHO WE ARE Accumulus is a forward-thinking accounting firm that adopts the latest in cloud technology to bring efficiencies and automation to outsourced accounting processes. We are a strategic partner that collaborates with our clients to deliver insightful and future-focused advice, which empowers them and leads to informed decisions. We are not your typical accounting firm. Our close-knit team is comprised of energetic and results-oriented advisors, who enjoy the work we do to support our clients successes.

POSITION SUMMARY The Client Concierge/Executive Operations Administrator reports to the Executive Team, and is responsible for providing exceptional client service throughout the clients lifecycle, especially during the new client onboarding phase. Additionally, as the companys operations administrator, this position oversees day-to-day business office operations, serves as an HR liaison for employees, and other administrative duties. This role will work closely with the executive team, focusing on achieving goals that promote company growth and a cohesive, collaborative culture.

REASONABLE ACCOMMODATIONS STATEMENT To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS Coordinate client touch-points throughout the client lifecycle for all members of the client service team Schedules and confirms virtual/in-person meetings for the client service team Maintain CRM database records and updates with periodic deep clean-up Assist in proposal development Overall management of the business office to ensure the office operates efficiently by organizing its operations and procedures. Duties may include: General cleaning and maintenance of the office equipment and appliances, ordering office supplies, computer equipment, POC for building management and related vendors. Coordinate employee onboarding and offboarding, including certain employee relations tasks, posting timesheets and payroll. Participate in firm wide initiatives Special projects as assigned KEY SUCCESS FACTORS Ability to learn new skills quickly and adapt easily to unexpected situations as they arise Adapts easily to learning new software applications and demonstrates proficiency with core applications necessary for this position Exceptional organizational skills Client-centric approach to all matters Superior ability to prioritize and focus in a fast-paced, multi-tasking environment Positive and effective written and verbal communication skills as contact with clients and others will be extensive and ongoing Sound decision-making considering account objectives, risks, implications, and priorities Commitment to client and internal firm privacy Interest in personal and professional development and advancement

QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES Strong technology skills using Microsoft Office 365 (Word, Excel, PowerPoint, and Outlook) at a minimum, more applications preferred Previous customer/client service experience, preferably including both business-to-business and individual consumer support Prior accounting/bookkeeping experience preferred Experience working in a paperless environment strongly preferred Strong interpersonal and relationship building skills Team player with a positive can-do approach Experience preparing and demonstrating technology solutions and/or web-based and live PowerPoint presentations is helpful