The primary responsibilities of this position are to provide exceptional administrative support to the professional team, and contribute to a collaborative, supportive departmental and team environment. This position reports to the Chief Operating Officer.
Duties:
- A minimum of three years of administrative experience.
- Excellent word processing, business writing, grammar, spelling, editing, and proofreading skills.
- A skill level of at least intermediate in Word, Excel and Outlook and an aptitude for learning new software.
- Professional appearance and attitude, the ability to work both independently and collaboratively, and exceptional attention to detail.
- The maturity to handle confidential information and the stresses of a fast-paced office.
Responsibilities:
- Provide administrative support to members of the professional team as assigned. These tasks may include creating, and/or editing correspondence, scheduling and coordinating meetings, organizing client and personal documents according to firm protocols, assisting with special projects, preparing proposals and reports, and providing other support as needed.
- Perform accurate and efficient processing of tax returns, financial statements, business valuations, and other client deliverables.
- Achieve competency in the firm’s software applications and be able to recognize and save client documents appropriately. Exhibit a willing acceptance of new challenges and opportunities to improve competencies.
- Provide back-up to Receptionist as needed, including assistance with phones and greeting visitors, mail, filing, and conference room maintenance.
- Learn and follow established procedures, setting an example for the rest of the team.
- Complete routine tasks, attend to work that is urgent, and recognize when the focus needs to change from one to the other. Understand and react appropriately to work flow priorities.