Administrative Assistant, Firm Operations (52363)

Posted One Month Ago
Be an Early Applicant
92108, San Diego, CA, USA
In-Office
60K-75K Annually
Junior
Professional Services • Consulting • Financial Services • Cybersecurity
The Role
Provide front-desk reception and general office operations support, manage mail and vendor deliveries, assist Office Manager with meeting logistics and events, maintain client data in practice management systems, monitor shared mailboxes, support new client onboarding, and complete ad-hoc administrative projects.
Summary Generated by Built In

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are seeking an Administrative Assistant to join our Firm Operations team within the Administrative Support department at our location in San Diego, CA. They’re responsible for assisting in all aspects of office conditions, ensuring workflow, fostering the CC culture, and providing operational support for the Office Manager (OM) and Regional Office Director (OD).

Responsibilities are, but not limited to:

  • Maintain front office operations by providing reception desk coverage, managing incoming telephone calls, directing inquiries, and ensuring a professional and welcoming experience for visitors.
  • Maintain clean and welcoming general office conditions for guests and team members.
  • Handle incoming mail by opening, scanning, and distributing it, as well as prepare outgoing mail with familiarity of various delivery methods including but not limited to US mail, international mail, UPS, FedEx, and certified mail.
  • Assist the OM with arranging client or in-house meetings for Partners and staff, managing hoteling spaces, communicating event details, ordering meals, coordinating office events, and setting up/breaking down conference rooms.
  • Communicate common office inventory usage and replenishment needs to the OM.
  • Monitor and manage pooled administration mailboxes.
  • Manage client data updates by assisting with and maintaining Dynamics and STAR Practice Management databases.
  • Assist with new client onboarding procedures.
  • Assist with ad-hoc projects (as needed).
Qualifications

The ideal candidate must:

  • Have 2+ years of administrative experience (professional services environment preferred).
  • Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting.
  • Be a team player with the ability to multi-task and pay strong attention to detail.
  • Possess strong organizational skills, including but not limited to verbal and written communication skills.
  • Have the capacity to work overtime (as needed).
  • In-office requirement based on specific office location.

Skills Required

  • 2+ years of administrative experience
  • Professional services environment experience
  • Proficiency in Microsoft Office
  • Expertise in Excel functions including tables, formulas, and formatting
  • Ability to multi-task and strong attention to detail
  • Strong organizational skills, including verbal and written communication
  • Capacity to work overtime as needed
  • In-office work requirement based on specific office location

Citrin Cooperman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citrin Cooperman and has not been reviewed or approved by Citrin Cooperman.

  • Fair & Transparent Compensation Base pay is considered competitive for public accounting and aligned to major metro markets. Market-consistent salaries help compensation feel fair even amid demanding workloads.
  • Leave & Time Off Breadth PTO is highlighted as generous, with paid holidays and even a staff sabbatical program. These policies provide meaningful time away that helps counterbalance peak-season intensity.
  • Parental & Family Support Paid parental leave is explicitly offered and viewed positively. This support strengthens the overall package for employees prioritizing family needs.

Citrin Cooperman Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
3,502 Employees
Year Founded: 1979

What We Do

Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.

Similar Jobs

Boeing Logo Boeing

Systems Engineer

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
Seal Beach, CA, USA
170000 Employees
99K-133K Annually

Boeing Logo Boeing

Antenna RF Engineer - Associates, Experienced or Senior

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
El Segundo, CA, USA
170000 Employees
99K-198K Annually

Boeing Logo Boeing

Experienced and Lead Level Structural Analysis Engineer

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
Long Beach, CA, USA
170000 Employees
111K-183K Annually

Boeing Logo Boeing

Field Service Representative: F/A-18 Automated Maintenance Environment (FAME)

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
Lemoore, CA, USA
170000 Employees
92K-124K Annually

Similar Companies Hiring

NODA AI Thumbnail
Artificial Intelligence • Information Technology • Software • Cybersecurity
Sydney, AU
54 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account