Crete Professionals Alliance · 1 week ago
Client Services Administrater (CSA)
Bellingham, WA
Full-time
Onsite
Entry Level
$21/hr - $29/hr
2+ years expLarson Gross is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. They are seeking a full-time Client Services Administrator (CSA) to provide proactive, high-level administrative support to a group of Relationship Owners and enhance client experiences.
Accounting
Responsibilities
Serve as a professional, friendly point of contact for clients
Proactively collect and manage client documents
Format, submit, and deliver client deliverables (paper and electronic)
Assist with correspondence, portal uploads, and general client follow-up
Set up and manage jobs and project data; ensure accuracy with ROs
Generate job lists and reports; monitor deadlines
Help roll jobs forward and finalize completed engagements
Manage client and contact records in CRM, including preferences and reporting needs
Schedule client appointments and coordinate meeting logistics
Prepare agendas and assemble materials
Manage conference room reservations and virtual meeting setups
Greet clients and manage lobby area
Answer and direct incoming phone calls
Manage incoming/outgoing mail
Provide email support to ROs and assist with special projects as needed
Qualification
Required
High school diploma or equivalent required
Minimum 2 years of increasingly responsible administrative experience
Intermediate to advanced Microsoft Office skills (Word, Excel, Outlook); comfortable with new software
Excellent verbal and written communication
Strong attention to detail and accuracy
Highly organized with proven ability to manage multiple tasks
Friendly, positive, and service-oriented attitude
Ability to work both independently and collaboratively in a fast-paced environment
Preferred
Experience in professional services or client-facing environments
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
2026-01-16
Morningstar.com
2025-12-16
Company data provided by crunchbase