Administrative Assistant

About the role

BerryDunn is seeking an Administrative Assistant to support our assurance, tax, and advisory teams. This role is on-site Monday through Friday in our Portland, ME office and reports to the respective Practice Group Lead. Minimal travel is required, less than 10% per year.

Responsibilities

• Maintain and update practice group organization charts
• Liaison for practice group related slides and materials
• Internal Meetings Scheduling
• Note taking
• Create agendas
• Document and distribute meeting outcomes
• Maintain and update Practice Group (PG) SharePoint site and files
• Organize and keep documents filed and updated, as needed
• Track of Time and Billing
• Communication with those that have not submitted their time
• Liaison with ATATSS for onboarding partners and supervisors
• Tracking and scheduling for BerryDunn’s performance management program
• Tracking of team members’ specific skill sets and subject matter expertise (update on an annual basis)
• (in lieu of a dedicated system that can track)
• Liaison for tracking employee time budget submissions
• Booking travel and accommodations
• Production, logistics and planning for events, such as: team lunches, training days, virtual meetings. Including, but not limited to: Catering (or liaise with office admin to do this) Reserving conference rooms, booking blocks of hotel rooms, setting up Teams/Zoom, preparing PowerPoint (PPT) slide decks, printing materials, etc.
• Virtual meeting production: scheduling Teams/Zoom, breakout rooms, monitoring chat rooms
• Communication bridge between ATATSS, Practice Group Leader’s (PGL’s), and Principals
• Attend business planning meetings and keep PGs on track while planning for business plans
• Formatting and proofing documents and PPT presentations
• Updating schedules in ProStaff and running scheduling reports as requested.
• Updating SalesForce and printing SalesForce reports, as requested
• Other administrative duties as requested by the Practice Group Leader

Requirements

You Will Maintain and update practice group organization charts Liaison for practice group related slides and materials Internal Meetings Scheduling Note taking Creating agendas Documenting and distributing meeting outcomes Practice Group SharePoint, document and file storage Maintain and update Practice Group (PG) SharePoint site and files Organize and keep documents filed and updated, as needed Tracking of Time and Billing Communication with those that have not submitted their time Liaison with Assurance, Tax & Advisory Team Services Support (ATATSS) for onboarding partners and supervisors Tracking and scheduling for BerryDunn’s performance management program Tracking of team members’ specific skill sets and subject matter expertise (update on an annual basis) (in lieu of a dedicated system that can track) Liaison for tracking employee time budget submissions Booking travel and accommodations Production, logistics and planning for events, such as: team lunches, training days, virtual meetings. Including, but not limited to: Catering (or liaise with office admin to do this) Reserving conference rooms, booking blocks of hotel rooms, setting up Teams/Zoom, preparing PowerPoint (PPT) slide decks, printing materials, etc. Virtual meeting production: scheduling Teams/Zoom, breakout rooms, monitoring chat rooms Communication bridge between ATATSS, Practice Group Leader’s (PGL’s), and Principals Attend business planning meetings and keep PGs on track while planning for business plans Formatting and proofing documents and PPT presentations Updating schedules in ProStaff and running scheduling reports as requested. Updating SalesForce and printing SalesForce reports, as requested Other administrative duties as requested by the Practice Group Leader

Qualifications

• Knowledge of office systems and procedures
• Working knowledge of office equipment, like printers and fax machines
• Proficiency in: MS Office 365 (MS Word, MS Excel and MS PowerPoint)
• Experience in SharePoint a plus
• Experience with CoPilot preferred
• Adobe Acrobat
• Excellent time management skills and the ability to prioritize work
• Ability to address issues independently and find solutions without always needing to escalate
• Attention to detail
• Excellent written and verbal communication skills

Skills

Knowledge of office systems and procedures Working knowledge of office equipment, like printers and fax machines Proficiency in: MS Office 365 (MS Word, MS Excel and MS PowerPoint). Experience in SharePoint a plus. Experience with CoPilot preferred Adobe Acrobat Excellent time management skills and the ability to prioritize work Ability to address issues independently and find solutions without always needing to escalate. Attention to detail Excellent written and verbal communication skills

Benefits & Culture

We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact careers@berrydunn.com to request an accommodation. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

About BerryDunn

BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm’s tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com .