We are a growing public accounting firm dedicated to providing excellent client service and forward-looking solutions that help our clients reach their personal and business goals.
We are seeking a highly organized and proactive Firm Administrator to join our team. The Firm Administrator will play a critical role in ensuring smooth operations of our two offices (located in New Richmond, WI and Hudson, WI), managing administrative tasks, and supporting our team of accountants. If you are a motivated individual with a passion for organization, efficiency, and continuous improvement, we encourage you to apply.
Responsibilities:
- Coordinates with firm's third-party payroll provider to ensure timely and accurate processing of payroll transactions.
- Oversees onboarding of new team members, including creating onboarding materials and scheduling training.
- Serves as firm liaison with third-party IT provider, attends monthly meetings, and communicates issues and needs for IT.
- Reviews firm processes and procedures to identify improvement opportunities. Communicates improvement opportunities to Partner group.
- Assists in the development of employee success plans, including goal setting, training, continuing education, and mentoring.
- Maintains firm employee benefit offerings and reviews offerings at least annually with outside providers.
- Coordinates annual review information for all firm staff and provides metrics and necessary data to Partner group to administer annual reviews.
- Plans and facilitates staff meetings, including coordinating topics and speakers.
- Assists with firm financial tasks such as preparing monthly financial statements, preparation of draft firm budgets, reviewing accounts payable, collections of accounts receivable, and expense management.
- Manages administrative staff of 4-6, including seasonal staff during tax season (Jan - April 15th).
- Oversees firm's marketing efforts and coordinates updating of website, social media, and the online presence of the firm.
- Actively seeks out and participates in training and continuing education opportunities.
- Protects the confidentiality of client and firm information.
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Excellent public speaking skills
- Excellent interpersonal and customer service skills.
- Proficient in Microsoft Office Suite.
- Excellent organizational skills and attention to detail.
- Demonstrated ability to meet deadlines and handle pressure in a positive and professional manner.
- Excellent critical thinking and creative problem-solving skills.
- Strong desire to learn new skills.
- Ability to effectively prioritize and work independently or as part of a team.
- Ability to spend time in both our New Richmond and Hudson offices
- Ability to thrive in a changing work environment.
Education and Experience:
- Bachelor's Degree in Business Administration, Human Resources, Accounting, or a related field required.
- Two or more years of applicable experience at a professional services firm preferred.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.