Financial Administrative Assistant

Insero & Co. CPAs, LLP; City of Rochester (NY); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

401(k)

Tuition reimbursement

Paid time off 4 weeks

Paid holidays

401(k) plan with firm contributions

Paid parking

Job summary

Insero & Co. CPAs, LLP in Rochester, NY is seeking an experienced Administrative Assistant to support daily office operations. You will handle mail, scheduling, document preparation, and client greeting, ensuring professional service and confidentiality.

The role requires 2+ years in a similar office role, an associate degree or higher, and strong MS Office skills. The firm offers competitive pay, generous PTO, 401(k), tuition reimbursement, and a collaborative culture.

Qualifications

• 2+ years of experience in a similar administrative assistant role is required.
• Experience in a financial service company is a plus.
• An Associate’s degree or greater is required, preferably in a business administration or office technology concentration.
• Strong proficiency with MS Office Suite (Excel, Word, Outlook and PowerPoint) is required.
• Word (mail merges) and Excel/spreadsheet and database usage/reporting are highly preferred.
• A focus on word processing and formatting is essential.
• Ethics and integrity are essential to this role and the firm, the ability to keep client information confidential is a requirement.
• A candidate in this role should be professional, organized, and detail oriented.
• The ideal candidate must be deadline focused, proactive, possess solid multi-tasking skills, patience, and ability to take directions from several people.

Responsibilities

• Handles incoming/outgoing mail – print mailing labels, (USPS, Certified Mail, and FedEx.) weigh for postage, filling out certified mail forms, maintaining postage machine, sorts/distributes internal mail to individual mail folders.
• May assist with scheduling travel arrangements for firm staff as necessary.
• Responsible for placing all office orders and stocking kitchen and office supplies.
• Preparing, proofing, and formatting of documents, correspondence, memos and reports for internal and external use.
• Ensures accurate and timely preparation of letters, correspondence and reports.
• May assist with coordination department calendar needs; scheduling of internal and external meetings via Microsoft Outlook.
• Scanning and electronically filing/organizing documents into database in a timely fashion.
• Responsible for greeting clients when they enter the office from the elevator and notify personnel with whom they are meeting with.
• Assists with coordinating firm/office events and in-office lunches.
• Managing firm’s voicemail box and forwarding as necessary.

Skills

MS Office Suite

Excel

Word

Outlook

PowerPoint

Mail Merge

Attention to detail

Multi-tasking

Education

Associate degree or higher

Job description

Insero & Co. CPAs, LLP in Rochester, NY is seeking an experienced Administrative Assistant to support daily office operations. You will handle mail, scheduling, document preparation, and client greeting, ensuring professional service and confidentiality.

The role requires 2+ years in a similar office role, an associate degree or higher, and strong MS Office skills. The firm offers competitive pay, generous PTO, 401(k), tuition reimbursement, and a collaborative culture.