Description
Are you looking to do more with your administrative skills? Do you have a knack for organization and making sure operations run smoothly? Are you someone who enjoys work variety and having a purpose with task you get to own?
A growing firm is looking for an experienced administrative professional to join their team!
Who are we: Our client, with over 50 successful years in business, has been serving a diverse client base with a focus on family-owned and closely held businesses. Besides the standard audit, accounting, and tax programs, we offer our clients a full range of business consulting services to assist with the complete life cycle of the business.
The focus is people in all aspects; from the day to day, mission and values, goals and client service. The anchor stem from the core values - education, integrity, people, care and trust.
Why Us? Perks and Benefits
- Competitive base salary aligned to your experience, roles and responsibilities.
- Comprehensive benefits package including medical/dental/vision/critical illness/life insurance, short-term and long-term disability, PTO, Health & Wellness Time and Holidays.
- Casual dress office environment.
- Collaborative and supportive team members.
Position Expectations
- Serve as the first point of contact for clients and visitors, managing reception duties with professionalism.
- Answer, screen, and direct phone calls; handle client inquiries or route them to the appropriate team member.
- Handle partner requests regarding the assembling and organizing of various tax returns for clients as well as financial statements and other client documents in compliance with firm standards.
- Manage office supply inventory and place orders as needed to ensure the office runs efficiently.
- Process incoming and outgoing mail, including client documents and confidential information.
- Maintain calendars, schedule appointments, and support meeting logistics.
- Keep inventory of kitchen supplies; clean kitchen and refill refrigerator and snacks daily.
- Provide general administrative support to partners, managers, and staff as required.
- Assist with special projects and other duties as assigned.
About You
- Previous administrative or office support experience preferred; experience in a CPA firm or professional services environment a plus.
- Strong organizational skills with the ability to manage multiple priorities.
- Excellent communication and interpersonal skills; professional phone and reception etiquette.
- High attention to detail, especially when handling confidential documents.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook); familiarity with document management systems a plus.
- Ability to work both independently and as part of a team.