Onboarding Administrator (Fully Remote)
Onboarding Administrative Assistant (Fully Remote)
FULL-TIME | $37,500 SALARY
Summary
You find joy in organization, anticipation, and juggling the many details it takes to support a growing accounting firm. You are kind, friendly, and proactive—comfortable accomplishing work on your own or in a collaborative setting. You’re not a clock-watcher; instead, you focus on getting things done right every time. You thrive on taking the initiative, and you want a role where you can become an integral part of a fast-growing, family-oriented business with a strong focus on the restaurant industry.
In this fully remote position, you will be solely focused on providing full-time onboarding administrative support. Your primary responsibility will be to coordinate the onboarding of new clients—collecting documentation, login credentials, and other materials essential for a seamless start. You’ll interface with both clients and our internal teams to ensure all details are accurately gathered, securely stored, and properly organized.
- What You Will Own & Improve Upon
- Client Onboarding & Administrative Support
- Primary Point of Contact: Manage initial communication with new clients, gather all required documentation, logins, and passwords.
- Collaborative Coordination: Work closely with our client accounting teams to ensure a smooth, timely start for each engagement.
- Proactive Problem-Solving: Identify potential roadblocks early and collaborate with team members to resolve them.
- Team Collaboration
- Clear Communication: Liaise with internal team members (including managers and accountants) to confirm onboarding requirements and deadlines.
- Information Sharing: Update relevant databases, spreadsheets, or project management tools to keep stakeholders informed of progress.
- Third-Party Interactions
- Client Experience: Interact with new clients in a professional, friendly manner that reflects our commitment to excellent service.
- Vendor & Partner Coordination: Occasionally communicate with vendors or external partners, ensuring all onboarding elements are in place.
- Documentation & Process Improvement
- Organized Recordkeeping: Maintain thorough records of each onboarding, ensuring accuracy and accessibility.
- Efficiency Enhancements: Continuously refine onboarding workflows and suggest improvements to enhance client satisfaction and operational efficiency.
- What You Already Know
- Software Proficiency
- Skilled in Microsoft Office (Word, Excel, PowerPoint) and Google Workspace (Gmail, Docs, Calendar).
- Quick to learn new software; knowledge of QuickBooks is a plus.
- Education
- Bachelor’s Degree or Associate’s Degree with relevant and compelling work history.
- Communication Skills
- Communicate kindly, clearly, and professionally, leaving clients and colleagues feeling heard and energized.
- Fluent in English; Spanish fluency is a bonus, given our diverse client base.
- Impeccable grammar and a polished, professional demeanor.
- Work Ethic
- Unafraid of hard work and excited by a challenge.
- Eager to contribute to a 60-person (and growing) accounting firm, playing an integral role in our success.
- What You Will Learn
- Accounting Team Dynamics
- Gain insight into the cyclical nature of accounting and tax seasons.
- Become a key player in ensuring our onboarding processes run smoothly for our accounting teams.
- Process Optimization
- Identify areas for improvement in our onboarding procedures.
- Learn how to implement process changes to drive efficiency and maintain high-quality client experiences.
About the Team
You’ll be working closely with multiple teams—especially those involved in client accounting and administrative functions—to guarantee new clients have an excellent start. Your role is crucial in preserving Harmony Group’s reputation for exceptional, seamless onboarding.
- Benefits
- Retirement Plan
- 401(k) with a 100% company match for up to 3% of your salary, plus a 50% match for the next 2% of your salary.
- Health Insurance
- Eligibility begins in your second month of employment.
- Harmony Group covers 100% of your monthly premium for a bronze-level health plan.
- Vision, dental, and family plans are available at your own cost.
- Paid Family Leave
- After one year of employment, you are eligible for 10 days of Paid Family Leave within a 24-month period, which can be combined with accrued PTO.
- Paid Time Off & Holidays
- 20 days of PTO per year, plus 10 paid holidays.
Harmony Group
Founded in the Washington, DC region, Harmony Group is a rapidly growing accounting firm with a remote staffing model that employs talented professionals across the United States. We provide top-tier tax and accounting services for businesses—especially within the restaurant industry.
- Our Divisions
- Tax Division: 30+ years of expertise providing tax compliance and advisory services.
- Restaurant Client Accounting Services: A national leader in outsourced finance team solutions for independent restaurant groups throughout the country.
If you’re organized, proactive, and detail-oriented—and you’re ready to elevate our client onboarding experience—we’d love to hear from you! Apply today to become our Onboarding Administrative Assistant and play a key role in Harmony Group’s continued expansion and success.
Job Type: Full-time
Pay: $37,500.00 per year
- Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Schedule:
- Day shift
- Monday to Friday
Work Location: Remote
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