Administrative Assistant – Client Services & Scheduling

Yeo & Yeo; Saginaw (MI); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Competitive salaries

Excellent medical, dental and vision

Bonuses

401(k) plan

Referral programs

Life insurance

Flexible work arrangements

Community service opportunities

Team events and office culture

Job summary

Yeo & Yeo CPAs & Business Consultants is a leading Michigan accounting firm seeking an Administrative Assistant to provide high-level client service and organizational support to Principals. You will manage calendars, meetings and event arrangements, and handle client engagements with accuracy and discretion.

Responsibilities include calendar management, meetings, and client relations, plus ensuring timely follow up and signatures.

Qualifications

• 2+ years’ experience in public accounting or other professional services office setting
• Exposure in a technical, detail oriented and paperless setting
• Notary Public preferred

Responsibilities

• Coordinate administrative and operational functions for Principals including managing Principal calendars, taking phone calls, scheduling appointments and processing mail
• Provide outstanding client service through meetings, communication (via phone, email or in person), troubleshooting client questions and concerns, providing timely follow up and obtaining client signatures and approval
• Manage projects including planning and coordinating presentations, disseminating information and organizing company events
• Maintain client records including edits, updates and new client set up
• Provide quality control and tracking for client facing documents and ensure client confidentiality
• Manage the client engagement letter including distribution, tracking signatures, continual follow up and scanning
• Provide support for CPA’s including processing of client tax returns and financial statements
• Scan and assemble W-2s, 1099, 1095’s, tax returns, 8879’s, notices, statements and additional documents
• Assist in electronic filing of tax returns, acknowledgements and rejections; following up on pending e-file, transmission of tax returns and wrap up upon acceptance of return
• Assist Principals with monthly billing procedures, reporting, accounts receivable and collections
• Maintain payroll department supplies including monitoring inventory and re-ordering
• Provide administrative support as well as back up functions for administrative colleagues throughout the firm and for the Saginaw headquarters on an as needed basis including phone coverage as well as sorting and process mail
• Proficient in numerous software programs: MS office; including Excel, MS Word, Outlook, Lync and PowerPoint
• Ability to operate in a paperless environment, scanning and routing required
• Understand and stay current on new technology
• Incorporate new techniques and ensure minimal disruptions to productivity
• Must have smart phone that can be used to dual authenticate login credentials at work

Skills

Calendar management

Client service

Project coordination

Communication

Education

Notary Public (preferred)

Tools

MS Office

Excel

Word

Outlook

Lync

PowerPoint

Job description

Yeo & Yeo CPAs & Business Consultants is a leading Michigan accounting firm seeking an Administrative Assistant to provide high-level client service and organizational support to Principals. You will manage calendars, meetings and event arrangements, and handle client engagements with accuracy and discretion.

Responsibilities include calendar management, meetings, and client relations, plus ensuring timely follow up and signatures.