Accounting & Client Services Administrative Assistant

Accounting & Client Services Administrative Assistant

About the Role

Tim’s Complete Landscape Management is looking for a detail-oriented Accounting & Client Services Administrative Assistant to support accounting, client communication, live call handling, scheduling, CRM/LMN updates, reporting, and general administrative workflows.

This role will help keep daily operations organized by preparing information, tracking missing items, maintaining accurate records, drafting routine follow-ups, answering live calls, communicating directly with clients and tea ---------- mbers, and supporting the Staff Accountant and Client Services team. Final accounting decisions, approvals, payroll review, payments, reconciliations, and financial reporting will remain with internal leadership.

Key Responsibilities

Accounting & Billing Support

• Organize receipts, invoices, , and vendor bills
• Maintain AR/AP trackers and draft routine customer or vendor follow-ups

CRM, LMN & Client Services Support

• Maintain accurate CRM and LMN records
• Assist with CRM cleanup, accepted proposal processing, and issue tracking
• Track proposal, estimate, and client communication status
• Help schedule estimates, appointments, meetings, and follow-ups
• Confirm appointment details and route client/vendor questions to the right tea ---------- mber
• Answer live calls, gather accurate information, document call details, and communicate clearly with clients and tea ---------- mbers

Communication, Reporting & Admin Support

• Organize email , calls, to-dos, and administrative requests
• Draft routine responses using approved templates
• Prepare daily or weekly open-item summaries
• Pull standard reports and update spreadsheets, scorecards, and trackers
• Prepare meeting materials and track action items

Qualifications

• Strong attention to detail and accuracy
• Excellent organization and time-management skills
• Exceptional written and verbal communication skills, with the ability to communicate clearly, accurately, and confidently with clients and tea ---------- mbers
• Ability to follow written processes and checklists
• Comfortable managing repetitive administrative tasks
• Able to prioritize multiple tasks in a fast-paced environment
• Experience with email , spreadsheets, shared drives, CRM systems, and accounting-related software
• QuickBooks, Google Workspace, Microsoft Office, accounting support, and customer service experience preferred

Ideal Candidate

The ideal candidate is dependable, organized, proactive, and comfortable supporting multiple departments. They enjoy keeping systems clean, following up on details, preparing information for review, answering live calls, communicating with clients and tea ---------- mbers, and escalating questions when something is unclear or sensitive.