Professional Services Administrative Assistant

Boeckermann Grafstrom & Mayer; BLOOMINGTON (MN); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

18 days paid time off

8 paid holidays

Medical with HSA and FSA options

Dental and vision insurance

401(k) with company contribution

Personal financial planner

Job summary

Boeckermann Grafstrom & Mayer (BGM) is seeking a highly organized Administrative Assistant for our Bloomington, MN office to support partners and professional staff. The role emphasizes structure, timely follow-through, and meticulous attention to detail in a fast-paced public accounting environment.

The ideal candidate will manage calendars, assist with client communications, and coordinate tax return workflows while maintaining confidentiality and professional standards.

Qualifications

• 3+ years of administrative experience in a professional office environment.
• Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint).
• Experience supporting multiple professionals simultaneously is preferred.
• Previous experience in a public accounting, legal, financial services, or other professional services environment is a plus.
• Excellent written and verbal communication skills.
• Ability to quickly learn new software applications, including programs such as Axcess Tax, Document, Workflow, SafeSend, and Suralink.

Responsibilities

• Manage calendars, schedule appointments, and coordinate meetings
• Answer incoming phone calls and monitor shared email inboxes, responding or routing inquiries as appropriate
• Assist with client communications, including scheduling appointments, requesting documentation, and coordinating delivery of completed tax returns
• Prepare, proofread, format, and assemble client correspondence and other documents
• Coordinate tax return workflow by routing documents, monitoring due dates, and tracking project status
• Organize, scan, edit, bookmark, and electronically file documents using Adobe Acrobat and the firm's document management systems
• Prepare expense reports, scheduling reports, and other administrative reports
• Maintain accurate electronic and paper files while ensuring the confidentiality of sensitive client information
• Assist with administrative projects and other duties as assigned
• Provide day-to-day administrative support that helps partners and staff stay organized and focused on serving clients

Skills

Calendar management

Attention to detail

Organizational skills

Communication skills

Multitasking

Customer service

Tools

Microsoft Office

Adobe Acrobat Pro

Document management systems

Axcess Tax

Suralink

Job description

Boeckermann Grafstrom & Mayer (BGM) is seeking a highly organized Administrative Assistant for our Bloomington, MN office to support partners and professional staff. The role emphasizes structure, timely follow-through, and meticulous attention to detail in a fast-paced public accounting environment.

The ideal candidate will manage calendars, assist with client communications, and coordinate tax return workflows while maintaining confidentiality and professional standards.