Administrative Assistant/Receptionist

HBK CPAs & Consultants; Warrendale (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Holidays

Life insurance

Disability insurance

Tuition reimbursement

Annual performance reviews

Job summary

HBK CPAs & Consultants in Warrendale, PA seeks an organized professional to support executives and manage complex calendars, board agendas, and events, while handling confidential information with discretion.

You will assist with mergers & acquisitions projects, client communications, and routine accounting tasks, leveraging MS Office and CRM tools. Previous experience in professional services preferred; overtime during peak periods may be required.

Qualifications

• Associate or Bachelor’s Degree preferred.
• Experience in a professional service firm is strongly preferred.
• Proficient in the Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint).
• Knowledge of STAR Practice Management & HubSpot helpful but not required.
• Willingness to work overtime during seasonal periods.
• Ability to prioritize and manage multiple requests.

Responsibilities

• Be prompt, efficient, and complete when carrying out all assigned tasks.
• Manage scheduling and complex calendar management for CEO and other C-Suite team members.
• Assist with preparing board agendas, partner meetings and other events.
• Manages expense reporting, travel arrangements, and logistics.
• Work on specialized projects for mergers & acquisitions, company town hall meetings, culture building activities.
• Maintain strict confidentiality of all clients and firm business.
• Maintain good communication with CEO, other owners, and colleagues to ensure work is performed accurately and efficiently.
• Assist Principals in their day-to-day operations.
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.

Skills

Microsoft Office

Time management

Communication

Education

Associate or Bachelor's degree

Tools

STAR Practice Management

HubSpot

Excel

Outlook

PowerPoint

Job description

HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family.QUALIFICATIONS:Associate or Bachelor’s Degree.Previous experience in a comparable position at a professional service(s) firm strongly preferred.Proficient in the Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint).Knowledge of STAR Practice Management & HubSpot helpful but not required.Willingness to work overtime when needed during seasonal periods throughout the year.Must be able to prioritize and understand the importance of incoming requests.RESPONSIBILITIES:Be prompt, efficient, and complete when carrying out all assigned tasks.Always be courteous, pleasant, and helpful to clients and colleagues.Manage scheduling and complex calendar management for company CEO and other C-Suite team members.Assist with preparing board agendas, partner meetings and other events.Manages expense reporting, travel arrangements, and logistics.Work on specialized projects for mergers & acquisitions, company town hall meetings, culture building activities.Maintain strict confidentiality of all clients and firm business.Maintain good communication with CEO, other owners, and colleagues to ensure work is performed accurately and efficiently.Assist Principals in their day-to-day operations.Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.BENEFITS WE OFFER:Competitive Compensation.Lucrative New Business & Employee Referral Bonuses.Anniversary Bonus.Generous Paid Time Off Policy.401(k) plan with company match and profit sharing.Medical, dental, and vision insurance.Company Paid Life Insurance.Affordable Short- & Long-Term Disability Insurance.Affordable Accidental and Critical Illness Insurance.9 Paid holidays.Disability Insurance.Tuition Reimbursement.Annual Performance Reviews.And Much More…HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Please see the below link for Benefit details:HBK Benefits