Overview
Administrative Assistant Jobs in San Diego Metropolitan Area at TruCapital Partners
Title: Administrative Assistant
Company: TruCapital Partners
Location: San Diego Metropolitan Area
About the Company
We are currently seeking an Administrative Assistant for one of the leading CPA firms in the San Diego area. The ideal candidate can bring efficiency, accuracy, and strong multitasking skills to a fast‑paced professional setting.
About the Role
In this role you’ll play a key part in supporting tax and accounting operations, managing client communications, and keeping the office running at its best. If you excel at staying organized, handling confidential information, and juggling multiple priorities, we want to hear from you.
Responsibilities:
- Gather and review client‑provided information to support tax‑related tasks and projects.
- Coordinate daily priorities and scheduling updates with leadership.
- Partner effectively with fellow administrative staff to support team operations.
- Prepare, organize, and assemble tax documents and related materials.
- Manage electronic signature requests and routing through digital platforms.
- Serve as a point of contact for client questions, ensuring timely and helpful responses.
- Maintain a fast‑paced workflow with strong attention to deadlines and follow‑through.
- Support billing activities, including tracking billable time and preparing invoices.
- Assist with monitoring and collecting outstanding client payments.
- Draft and format various business communications and internal documents.
- Oversee office supply needs and coordinate basic equipment maintenance.
Qualifications:
• At least three years of experience in an administrative support role assisting a manager or team.
• Background in a professional services environment with exposure to billable‑hour operations.
• Skilled in DocuSign, Adobe (PDF creation/editing), Microsoft Word, Excel, PowerPoint, and Outlook.
• Able to handle confidential information with discretion and professionalism.
• Comfortable working under pressure and managing shifting priorities.
• Strong organizational skills, collaborative mindset, and the ability to juggle multiple tasks effectively
Pay range and compensation package:
$25.00 – $30.00
