Admin

Tobin and Company CPA's PC; Town/Village of Harrison (NY); Sur place; USD 55 000 - 65 000; Plein temps

Résumé du poste

Tobin and Company CPA's PC is seeking an Administrative Assistant in Purchase, NY. The role focuses on front desk duties, client relations, and handling sensitive documents while supporting daily team operations in a boutique accounting firm.

Ideal candidates bring 2–4 years of admin support, strong MS Office and database skills, and a professional, discreet approach to client data. The position emphasizes hospitality, organization, and multi-tasking in a fast-paced environment.

Qualifications

• 2 to 4 years of proven administrative support experience, ideally in professional services.
• Strong proficiency with office software (Microsoft Office) and database management.
• Highly discreet handling of sensitive financial records and client data.
• Polished, proactive problem solver who thrives in a fast-paced environment.

Responsabilités

• Serve as the face of the firm by greeting visitors, answering calls, and creating a welcoming office environment.
• Maintain discretion while scanning and organizing confidential client files, especially during peak tax seasons.
• Oversee office supplies, machines, and keep shared spaces presentable.
• Sort mail, manage deliveries, shredding schedule, filing, and draft letters; partner with leadership to streamline workflows.
• Enter new client information accurately and process payments using online charge services.

Connaissances

2-4 years experience

Polished communication

Resourceful problem solver

Thrives in fast-paced env

Outils

Microsoft Office

Database management

Virtual payment systems

Description du poste

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Admin

Full Time Purchase, NY, US

3 days ago Requisition ID: 1009

Salary Range: $55,000.00 To $65,000.00 Annually

Administrative Assistant (Purchase, NY)

Seeking a polished, hospitality-minded and proactive administrative assistant to join our boutique accounting firm in Purchase, NY. This is an excellent opportunity for a bright administrator who enjoys wearing multiple hats and being a key part of a team. The ideal candidate is organized, resourceful, and able to thrive in a fast-paced environment. This role requires a professional multi-tasker to cover the front desk responsibilities, process sensitive documents, handle database entries, and support daily team operations.

Key Responsibilities

• Client Relations: Serve as the face of the firm by warmly greeting visitors, answering calls, and creating a welcoming office environment.
• Sensitive Document Management: Maintain absolute discretion while scanning and organizing confidential client files, a critical component during peak tax seasons.
• Office Coordination: Oversee office supplies, maintain office machines and ensure the shared spaces remain highly presentable.
• Administrative Operations: Sort incoming and outgoing mail, manage deliveries, oversee shredding schedule, filing, draft letters, and partner with leadership to streamline workflows.
• Financial & Database Support: Accurately enter new client information and process payments using online charge services.

Ideal Candidate Profile

• Experience: 2 to 4 years of proven administrative support experience, ideally within professional services (e.g., accounting, financial, or legal firms).
• Technical Skills: Strong proficiency with office software (Microsoft Office, database management, and virtual payment systems) and the ability to learn new tools quickly.
• Soft Skills: Polished, professional, resourceful and proactive problem solver who thrives in a fast-paced environment.
• Discretion: High level of integrity when handling sensitive financial records and client data.