Administrative Assistant
2 days ago
**Administrative Assistant (Onsite or Hybrid)**
**We are looking for an exceptional individual to join our team.**
We invest in individuals with a strong work ethic who thrive on challenge and strive for excellence. We are looking for a solid team player with a strong desire to learn and grow with our firm.
**Position Summary**:
The Administrative Assistant’s primary responsibility is to provide administrative and professional support to all partners and team members of the firm. We are looking for someone who is confident in their ability to jump in and help the team as needed.
We are a busy, growing firm and you will need to be comfortable working independently while constantly learning new things, while providing detailed and accurate information, and delivering the utmost service with tact, both internally and externally. You will be key in developing existing and new client relationships.
**Responsibilities and Duties**:
- Setting up, reviewing, and revising Financial Statements (FS) in Jazz-it and CaseView to meet appropriate deadlines
- Preparing final FS packages for client delivery with a high degree of accuracy and attention
- Inputting trial balances and ensuring appropriate correspondence is placed in CaseWare file
- Filing various tax returns and other documents
- Following up with clients on outstanding completion documents to be returned for finalize process
- Rolling forward, clean up and lock down of CaseWare files, and archiving files to meet appropriate deadlines
- Maintaining and updating monthly stats and other tracking systems for assemblies and administrative processes
- Organizing meetings involving multiple senior executives from both the firm and various other companies
- Assisting with the preparation of business presentations and scheduling/preparation of marketing events
- Managing typing of all voice recordings and correspondence as required
- Responding to client requests and inquiries
- Preparing invoices, managing accounts receivable, calling clients and processing payments
- Performing additional functions as directed
**Education and Professional Skills/Knowledge**:
- College or University degree preferred
- Minimum 1-3 years experience in a professional administrative capacity, preferably in an accounting firm
- Experience with Jazz-it, CaseWare and TaxPrep programs, preferred
- Experience supporting multiple senior leaders of the firm
- Ability to exercise good judgement, show initiative and be proactive
- High standards of ethic and confidentiality to handle sensitive information
- Advanced knowledge of MS Office and Excel
- Sound knowledge and understanding of bookkeeping functions
- High attention to details in all areas of work
- Excellent problem-solving skills and an ability to work in a team environment
- Exceptional organizational, time management and prioritizing skills
- Proven ability to effectively prioritize workflow
- Excellent interpersonal, written and oral communication skills
We thank all applicants for their interest; however only those best suited to our current needs and qualifications will be contacted. No agencies please.
**Job Types**: Full-time, Permanent
Additional pay:
- Bonus pay
**Benefits**:
- Dental care
- Extended health care
- Paid time off
- Vision care
Schedule:
- Day shift
**Experience**:
- Administrative: 1 year (preferred)
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