Administrative Assistant
: Job Details :

Job duties include, but are not limited to the following: • Office Organization: Maintain a clean and organized office space, including but not limited to managing supplies, equipment and inventory • Calendar Management: Schedule appointments, meetings, and conference calls, and coordinate with team members to ensure efficient use of time • Data Entry: Accurately input and maintain date in spreadsheets, databases, and various software applications • Communication: Handle incoming calls, emails and correspondence, and direct them to the appropriate team members • Document Handling: Create, edit, format and manage various documents, reports, and presentations • Filing and Record Keeping: Maintain and organize physical and digital files, ensuring easy retrieval and compliance with document retention policies • Meeting Support: Assist in the preparation of materials for meetings, take minutes and distribute follow-up action items as directed • Travel Arrangements: Coordinate travel plans, including booking flights, hotels and transportation as needed • Customer Service: Provide exceptional customer service to internal and external stakeholders and visitors • Scanning & filing of client tax documents • Updating client information in firm systems • Assembling tax returns and financial statements for delivery to the client • Sort & distribute incoming mail; post outgoing mail, prepare FedEx & courier requests • Preparing client mailings • Providing interdepartmental support when needed The ideal candidate for this position is someone who is organized with exceptional attention to detail & accuracy, is proficient in Microsoft Office suite of products, has well developed communication skills, and can adapt to, and prioritize, quickly changing requirements. Requirements Qualifications and Skills: Required: • High school diploma or equivalent • Proven experience as an administrative assistive or similar role • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint and other office software • Familiarity with video conferencing tools (e.g., Zoom, Microsoft Teams) • Excellent organizational skills and the ability to prioritize tasks • Strong written and verbal communication skills • Attention to detail and accuracy • Adaptability and the ability to work in fast-paced environment • Professional demeanor and a customer-oriented approach • Discretion and the ability to handle confidential information with sensitivity Preferred: • Associate's degree or higher a plus • Experience with document management software or office management tools (e.g., Docusign, SafeSend) • Knowledge of basic accounting and budgeting principles Salary Description 20.00 - 24.00