Administrative Assistant - McHenry

Porte Brown LLC; McHenry (IL); Presencial; USD 42.000 - 56.000; Jornada completa

Descripción de la vacante

Porte Brown LLC is seeking an Administrative Assistant in McHenry to support partners, managers, and accounting staff. You will prepare, edit, and format client documents, manage calendars, and handle calls with professionalism.

The role requires strong organizational skills, accuracy, and discretion in handling confidential information, along with reliable collaboration across the firm’s teams.

Formación

• 3–5 years of administrative experience in a professional services environment.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• High level of accuracy and attention to detail.
• Ability to maintain confidentiality and exercise sound judgment.
• Ability to prioritize multiple deadlines in a fast-paced environment.

Responsabilidades

• Provide administrative support to partners, managers, and accounting staff.
• Prepare, edit, proofread, and format client documents.
• Schedule meetings, manage calendars, and coordinate appointments.
• Answer and direct incoming calls and greet clients professionally.
• Coordinate client communications and maintain positive client relationships.
• Maintain electronic and physical filing systems per firm policies.
• Assist with engagement setup, document organization, and workflow tracking.
• Process incoming and outgoing mail, courier deliveries, and electronic transmissions.
• Assist with tax return assembly, financial statement preparation, and client deliverables.
• Handle confidential client and firm information with confidentiality.
• Monitor office supplies and coordinate vendor orders.
• Maintain confidential client records and comply with firm security procedures.
• Provide backup administrative support for other team members as needed.
• Perform other administrative duties assigned by management.

Conocimientos

Administrative experience

Communication skills

Organization

Time management

Herramientas

Microsoft Office

Adobe Acrobat

Document management software

Electronic filing systems

Microsoft Teams

Descripción del empleo

All Jobs > Administrative Assistant - McHenry

• Provide administrative support to partners, managers, and accounting staff.
• Prepare, edit, proofread, and format correspondence, reports, financial statements, and other client documents.
• Schedule meetings, manage calendars, and coordinate appointments.
• Answer and direct incoming phone calls and greet clients professionally.
• Coordinate client communications and maintain positive client relationships.
• Maintain electronic and physical filing systems in accordance with firm policies.
• Assist with engagement setup, document organization, and workflow tracking.
• Process incoming and outgoing mail, courier deliveries, and electronic document transmissions.
• Assist with tax return assembly, financial statement preparation, and client deliverables.
• Handle sensitive client and firm information with the highest degree of confidentiality.
• Monitor office supplies and coordinate vendor orders.
• Maintain confidential client records and comply with firm security and privacy procedures.
• Provide backup administrative support for other team members as needed.
• Perform other administrative duties assigned by management.

Requirements

• 3–5 years of administrative experience, preferably in a CPA firm, accounting firm, legal office, or other professional services environment.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• High level of accuracy and attention to detail.
• Ability to maintain confidentiality and exercise sound judgment.
• Ability to prioritize multiple deadlines in a fast-paced environment.

Technical Skills

• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Adobe Acrobat
• Document management software
• Electronic filing systems
• Microsoft Teams or similar collaboration platforms
• Familiarity with tax and accounting software is a plus (e.g., CCH, Thomson Reuters, or Drake Software)

Core Competencies

• Organization and planning
• Professional communication
• Client service orientation
• Problem-solving
• Team collaboration
• Confidentiality and ethics
• Initiative

Physical Requirements

• Prolonged periods of sitting and computer use.
• Ability to lift and carry up to 25 pounds occasionally.
• Ability to move throughout the office to assist staff and clients.