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Administrative Assistant
2 months ago
We are seeking a highly organized and experienced Administrator to provide essential administrative support to our firm's two principals while managing client interactions.
Key Responsibilities:- Provide administrative support to the principals, including scheduling meetings, managing correspondence, and organizing documentation.
- Serve as a primary point of contact for clients, ensuring a high level of service and professionalism in all interactions.
- Manage incoming and outgoing communications, including phone calls, emails, and other inquiries.
- Coordinate and organize client files, maintaining accurate and up-to-date records in compliance with firm standards.
- Assist in the preparation and processing of client reports, documents, and presentations.
- Schedule and organize client meetings, conference calls, and internal team meetings.
- Liaise between clients and internal teams to ensure smooth communication and project completion.
- Perform general office duties, such as ordering supplies, maintaining office organization, and managing office equipment.
- Handle confidential information with discretion and ensure security of sensitive client and firm data.
- Support the principals in managing their day-to-day operations efficiently.
- Minimum of 3 years of experience working in a public CPA accounting firm is required.
- Strong understanding of accounting firm operations and client service protocols.
- Exceptional organizational and multitasking abilities, with strong attention to detail.
- High level of professionalism in dealing with clients and colleagues.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with accounting software.
- Ability to work independently and as part of a team in a fast-paced environment.
- Demonstrated ability to prioritize tasks and meet deadlines effectively.
- Work directly with experienced CPAs and be a key part of our firm's daily operations.
- Collaborate with a dynamic team in a professional and growth-oriented environment.
- Opportunity to engage with a diverse client base and contribute to high-level client service.