Office Coordinator/Administrative Assistant

Covenant Accounting LLC; Mequon (WI); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Office Coordinator/Administrative Assistant to join their dynamic team. This full-time role requires a detail-oriented individual who excels in organizational tasks and client interactions. You will be responsible for managing schedules, supporting bookkeeping functions, and ensuring a professional office environment. If you thrive in a fast-paced setting and possess strong communication skills, this is an exciting opportunity to contribute to a full-service CPA firm focused on building lasting client relationships.

Qualifications

• 3+ years of experience in an accounting or law firm environment.
• Strong clerical skills with excellent attention to detail.

Responsibilities

• Provide administrative support, including scheduling and maintaining calendars.
• Manage client database and assist with bookkeeping functions.

Skills

Detail-oriented

Organizational skills

Communication skills

Clerical skills

Time management

Ability to prioritize

Independent work

Fast-paced environment

Tools

Outlook

Word

Excel

Job description

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Job Description

Mequon area CPA firm is seeking a full-time Office Coordinator/Administrative Assistant. The position requires a highly detail-oriented, well-organized self-starter who can prioritize, assist clients, and support our team.

Responsibilities:

• High level of professionalism in greeting clients and answering multiple phone lines
• Provide administrative support including scheduling appointments and maintaining calendars
• Document gathering, assist with bookkeeping and accounting functions
• Client database management and updating as needed
• Coordinate tax and accounting workflows
• Open and distribute mail, prepare shipments for pickup/delivery
• Scanning, filing, and processing documents
• Assembly of tax returns and client communication
• Maintain and order supplies
• Manage a professional office environment

Qualifications:

• 3+ years relevant experience in an accounting or law firm environment
• Ability to work independently with minimal supervision
• Strong clerical skills with attention to detail
• Excellent verbal and written communication skills
• Effective organizational and time management skills
• Ability to prioritize tasks and manage multiple responsibilities
• Work in a fast-paced environment
• Forward-thinking mindset and initiative
• Knowledge of Outlook, Word, Excel required

Company Description

Full-service CPA firm focused on building relationships with our clients.

Additional Details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Administrative
• Industries: Accounting

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