Administrative Assistant

Barb & Company, PA; Town of Woodbury (NY); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Long-Term Disability Insurance

401(k) Plan

Becker training access

LinkedIn Learning

Job summary

Reid Accountants + Advisors is seeking an Administrative Assistant to support daily office operations and deliver an exceptional client experience. The role includes front desk duties, coordinating workflows, handling calls, and providing administrative support to the accounting team in a professional, confidential environment.

Required is a high school diploma (associate degree preferred) and at least 2 years in an administrative role; proficiency with Microsoft Office and strong communication

Qualifications

• High school diploma or equivalent required.
• Associate degree or higher in a related field preferred.

Responsibilities

• Be the first point of contact at the front desk, delivering a professional and courteous client experience.
• Coordinate front desk operations for efficient daily workflow and high-quality client service.
• Answer, screen, and direct incoming calls; take detailed messages as needed.
• Manage client interactions in person and by phone with confidentiality and professionalism.
• Provide administrative support to the accounting team, including data entry, scanning, filing and general office tasks.
• Support firm operations with additional clerical duties as assigned.
• Monitor and respond to firm emails as assigned.
• Handle incoming and outgoing mail and courier shipments.
• Coordinate client shipments with FedEx and USPS and manage postage and supplies.
• Set up and maintain conference room calendars; prepare rooms for meetings.
• Monitor inventory levels and anticipate needs during tax season.
• Assist with client acceptance processes during peak tax season.

Job description

Administrative Assistant

Reid Accountants + Advisors, an independent, full-service accounting and advisory firm, is hiring an Administrative Assistant. This role supports daily office operations and provides an exceptional client experience.

Key Responsibilities

• Help assist as the first point of contact at the front desk, providing a professional, welcoming, and courteous client experience.
• Help coordinate front desk operations to ensure an efficient daily workflow and high-quality client service.
• Assist with answering, screening, and directing incoming phone calls promptly and professionally, taking detailed and accurate messages when necessary.
• Manage client interactions both in person and by phone, maintaining confidentiality and a high standard of professionalism.
• Provide administrative support to the accounting team, including data entry, document scanning, filing, and general office assistance.
• Perform other administrative and clerical duties as assigned to support firm operations.
• Monitor and respond to firm email communications as assigned.
• Process incoming and outgoing mail.
• Coordinate and manage client shipments, including FedEx and USPS.
• Manage postage, shipping supplies, and shipment tracking.
• Handle fax distribution and document scanning to ensure timely document delivery.
• Maintain and manage the conference room calendar.
• Set up conference rooms for meetings, ensuring rooms are clean, organized, and properly prepared before and after use.
• Monitor inventory levels throughout the year, including increased supply needs during tax season.

Tax Season Responsibilities

• Perform all standard front desk and administrative duties during peak tax season.
• Provide additional administrative support to administrative staff, including assistance with client acceptance processes.
• Monitor and respond to Reid Tax & Advisory email communications as assigned.

Requirements

• High school diploma or equivalent required; associate degree or higher in a related field preferred.
• Minimum of 2 years of experience in an administrative or office support role; experience in an accounting or professional services firm preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
• Strong organizational, time-management, and multitasking skills.
• Exceptional attention to detail with a high degree of accuracy.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively as part of a team.
• Professional demeanor with strong client service skills.

Job Type & Schedule

Full-time, 9:00am – 5:30pm, On-Site. Must reliably commute or relocate to Woodbury, NY.

Salary

Competitive salary range of $50K – $60K annually, commensurate with experience and qualifications.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

EEO Statement

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

Location

7600 Jericho Turnpike, Suite 400, Woodbury, NY 11797. Phone: [phone] – Fax: [phone]