Duncan Client Services Administrator

Become a pivotal part of Doane Grant Thornton as a Client Services Administrator in Duncan. This role focuses on optimizing client interactions and supporting the office's daily operations onsite.
Our team seeks an individual with administrative experience and a talent for maintaining professionalism. In this role, you will provide critical support to the External Client Services team, manage client data, and ensure timely delivery of financial statements. You will also handle e-filing of tax returns and prepare various documents.
Key Responsibilities:
• Format electronic financial statements for clients
• Maintain accurate records in Microsoft Dynamics 365
• Coordinate internal meetings and client appointments
• Prepare detailed invoices and follow up on accounts receivable
• Provide exceptional reception and general administrative support
Requirements:
• Minimum 1 year administrative experience
• Advanced Microsoft Office skills
• Ability to manage ti...