Administrative Assistant

Administrative Assistant

The Administrative Assistant is responsible for general office tasks including scheduling, maintenance of client data, client files, and preparation of business meeting materials. This individual will communicate proactively to ensure deadlines and the needs of clients are met. Provides administrative support to team members and positively contributes to the office culture and client experience. This position is an excellent fit for a customer service orientated professional seeking an opportunity within a growing firm.

Specific Responsibilities :

• Reception desk duties, greeting clients and visitors
• Client scheduling and follow up
• Processing Payments
• Drafting Letters
• Filing
• Screen incoming phone calls and route calls to the appropriate party
• Administrative support for President; including calendar management, scheduling, and timekeeping
• Administrative support for other team members as needed
• Preparation of agendas, reports, presentations, and other materials to prepare for client meetings and other business activities
• Organize and maintain client and referral partner database
• Organize and maintain client files
• Comply with federal, state, and local regulations and keep abreast with changes in tax law and within the accounting industry
• Continue ongoing education by participating in webinars, workshops, conferences and networking events
• Provide exceptional customer service
• Ensure accuracy and quality control of all work product
• Maintain confidentiality with personal and sensitive data

Schedule : Part Time Monday - Friday (10 : 00AM - 4 : 30PM) or Full Time Monday - Friday (9 : 00AM - 5 : 00PM)

Pay Rate : $20.00 Per Hour