Administrative Assistant

Monroe Shine & Co.; New Albany (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Monroe Shine & Co. in New Albany, Indiana, seeks an experienced administrative professional to support the CPA team and contribute to a collaborative office environment.

The role reports to the Chief Operating Officer and focuses on scheduling, correspondence, and preparing client deliverables with a high level of accuracy and discretion.

Qualifications

• Minimum of three years of administrative experience.
• Strong writing, grammar, and proofreading skills.
• Proficient in Word, Excel and Outlook with aptitude to learn new software.
• Professional appearance and ability to work independently and with others.
• Maturity to handle confidential information in a fast-paced office.

Responsibilities

• Provide administrative support to the professional team, including correspondence, scheduling, and document organization.
• Prepare proposals and reports; assist with special projects as needed.
• Process tax returns, financial statements, and client deliverables accurately.
• Back-up Receptionist duties: answer phones, greet visitors, manage mail and conference rooms.
• Learn and follow firm procedures; adapt to workflow priorities.

Skills

Administrative experience

Attention to detail

Confidential information handling

Learning new software

Professional appearance

Tools

Word

Excel

Outlook

Job description

Company Description:

100 years strong, Monroe Shine is one of the largest, most respected independent CPA & Business Consulting firms in the region. Monroe Shine is committed to serving private businesses, their owners, individuals, and nonprofit entities through our mission to help every client achieve their highest level of success. We set ourselves apart from other firms by providing customized CPA solutions, friendly and responsive customer service you deserve.

Summary:

The primary responsibilities of this position are to provide exceptional administrative support to the professional team, and contribute to a collaborative, supportive departmental and team environment. This position reports to the Chief Operating Officer.

Duties:

• A minimum of three years of administrative experience.
• Excellent word processing, business writing, grammar, spelling, editing, and proofreading skills.
• A skill level of at least intermediate in Word, Excel and Outlook and an aptitude for learning new software.
• Professional appearance and attitude, the ability to work both independently and collaboratively, and exceptional attention to detail.
• The maturity to handle confidential information and the stresses of a fast-paced office.

Responsibilities:

• Provide administrative support to members of the professional team as assigned. These tasks may include creating, and/or editing correspondence, scheduling and coordinating meetings, organizing client and personal documents according to firm protocols, assisting with special projects, preparing proposals and reports, and providing other support as needed.
• Perform accurate and efficient processing of tax returns, financial statements, business valuations, and other client deliverables.
• Achieve competency in the firm’s software applications and be able to recognize and save client documents appropriately. Exhibit a willing acceptance of new challenges and opportunities to improve competencies.
• Provide back-up to Receptionist as needed, including assistance with phones and greeting visitors, mail, filing, and conference room maintenance.
• Learn and follow established procedures, setting an example for the rest of the team.
• Complete routine tasks, attend to work that is urgent, and recognize when the focus needs to change from one to the other. Understand and react appropriately to work flow priorities.