Office Administrator - Client, Billing & Operations Support (Doylestown, PA)
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Overview
Job Description
Office Administrator- Client, Billing & Operations Support
Location: Doylestown, PA (In-Office)
Job Type: Full-time, Direct Hire
Position Summary
Core Financial Outsourcing is a bookkeeping, accounting, tax, and consulting firm serving a wide range of clients across multiple industries. Our environment is fast-paced and client-driven, with a mix of structured responsibilities and shifting priorities based on daily operational and client needs.
We are seeking a highly adaptable and detail-oriented Office Administrator- Client, Billing & Operations Support to join our team. This role supports client communication, billing processes, onboarding, and general office operations.
This position requires someone who is comfortable managing multiple responsibilities, staying organized in a fast-paced, client-driven environment with a mix of structured tasks and shifting daily priorities.
What Success Looks Like
- Clients are onboarded smoothly with accurate and timely documentation
- Billing and invoicing tasks are completed accurately and on time
- Office operations run efficiently with strong organization and follow-through
- Client and internal team requests are handled in a timely and professional manner
- Ability to stay organized while managing shifting priorities and multiple tasks
Essential Functions
Client Support & Onboarding
- Assist with onboarding new clients, including gathering documentation and setting up files
- Serve as a responsive point of contact for client questions and requests
- Maintain accurate and organized client records
Billing & Administrative Support
- Assist with invoice preparation, tracking, and follow-up on outstanding items
- Support billing accuracy through documentation review and basic reconciliation tasks
- Collaborate with internal team members to ensure timely processing of client billing needs
Office Operations
- Manage incoming and outgoing mail, filing, and document organization (digital and physical)
- Support office supply ordering and general administrative needs
- Assist with onboarding paperwork for new employees
- Help coordinate internal meetings and general office operations as needed
Required Skills & Experience
- 2-5+ years of administrative, office support, or client service experience
- Strong communication skills (written and verbal)
- High attention to detail and accuracy
- Ability to manage multiple priorities and stay organized in a fast-paced environment
- Comfortable working in a client-facing role
Preferred (Nice-to-Have)
- Experience with billing, invoicing, or basic accounting support
- QuickBooks experience (Desktop or Online)
- Experience in professional services (accounting, legal, consulting, construction, etc.)
Work Environment
- Monday-Friday, full-time in-office role
- Fast-paced and client-driven environment with structured and shifting responsibilities
- Requires flexibility, responsiveness, and strong organizational skills
Why This Role Matters
This position is central to keeping our operations running smoothly. You will work closely with both clients and internal team members to ensure communication, billing, and administrative processes are handled accurately and efficiently.
Benefits
Medical, dental, and vision insurance
401(k) with employer match
Paid holidays
Paid time off (PTO)
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
