Administrative Assistant

Administrative Assistant

MarksNelson, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clientswhile staying true to the personalized, high-touch service and vibrant culture that sets us apart. This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.

The Administrative Assistant in the Specialty Services department will assist in ensuring smooth departmental workflow through client onboarding, document processing, and internal coordination.

What You'll Do :

• Provide administrative support to ensure efficient operation of the department
• Responsible for onboarding new clients and inputting new clients and projects into operating systems
• Check the mail system periodically throughout the day for new assessments notices, tax bills, return forms, and other property tax correspondence that will be processed into the property tax system
• Prepare and email letters of authorization to clients. Process signed letters into property tax software
• Collect and process assessment notices, tax bills, and other correspondence from clients
• Request property record cards and appeal deadlines from county and / or state assessment departments
• Issue checks for filing fees, record cards and other related expenses
• Use computer word processing, spreadsheets and the property tax software to produce and distribute correspondence memos, letters, reports, forms and other documents
• Preparing and tracking client engagement letters, proofreading, and editing client letters, performing mail merges, ensuring formatting is by firm standards
• Create presentations in PowerPoint for various projects and internal purposes
• Travel arrangements (booking flights, rental cars, hotels; providing a detailed itinerary with directions to each destination; confirming client / prospect meetings and hearings along with location and times; organizing receipts, processing and invoicing expenses to the client)
• Maintain partner calendars (proactively assisting in meeting preparation both internally and externally, assisting in keeping on schedule)
• Order catering and schedule team events
• Attend quarterly administrative department meetings (discuss upcoming projects, creating procedures, examining procedural issues)
• Assist with accounts receivable issues and prepare / compile supporting documentation
• Organize and facilitate weekly or monthly meetings within the department
• Proactive in identifying opportunities to support the department

About You :

Why Join Us :

MarksNelson, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.