Job Title:  Administrative Assistant

Department:  Administration

Reports To: Manager and/or Partner

Qualifications

Educational and experience requirements include:

• Associate's Degree in Business Administration or a relevant field is preferred, or an equivalent amount of training and experience •

• Relevant experience handling multiple areas of office administration, preferably in an accounting related industry •

• Excellent verbal communication skills to interact with all levels of the organization and with customers •

• Ability to manage multiple projects with competing deadlines •

• Excellent organizational and time management skills •

• Proven track record of maintaining the confidentiality of sensitive company and client information •

• Strong attention to detail skills

• Proficiency with Microsoft Office products and the ability to efficiently work within firm software and computer applications

Key Responsibilities

• Interact professionally and proactively with clients, visitors and Firm staff

• Manage mail/package shipment, correspondence and electronic communications for Firm staff

• Update client database, including filing and scanning client and project documents, as requested

• Answer and direct all incoming calls to the appropriate party promptly and efficiently

• Arrange meetings/events for firm activities, including client visits

• Maintain daily knowledge of staff availability to provide timely response to client needs

• Assemble reports, documents or presentations for Firm staff as requested

• Manage confidential matters related to the firm, clients, staff and business strategy

• Manage/maintain project software by entering new engagements and updating client information

• Maintain office phone system by setting up extensions, voicemail accounts and staff directories

• Enter client expenses daily in practice software

• Maintain office supply inventory and order supplies as needed, including break room and paper supplies

• Schedule preventive maintenance of office equipment

• Make daily bank deposits as needed

• Actively looks for ways to support the office staff with various administrative or project related tasks

This job description identifies the major responsibilities of this position.  Employees may be required to perform other duties as assigned, to assist with executing the company's business model, promoting the company's culture, mission and values.