Administrative Assistant

Essential Duties And Responsibilities

• Provide administrative support to the A&A Department, including but not limited to processing and maintaining financial statements, exit packages, engagement letters, tracking logs and databases, and other reports and/or letters.
• Backup to the administrative scheduler to the A&A department.
• Answer and direct all incoming calls during scheduled rotation.
• Greet visitors and direct to appropriate conference room.
• Maintain Visitor log and Pick Up log.
• Inbound and outbound mail, including deliveries.
• Responsible for all administrative duties in the Cleveland office.
• Backup Tax Processing and client invoicing, if needed.
• Enter disbursements into Practice Management system.
• Monthly credit card reconciliation.
• Responsible for stocking and maintaining all common areas, including the lobby, café, coffee station, conference rooms, copy rooms, and hotel spaces.
• Aid in coordination of firm lunches, including meetings, firm-wide lunches, etc. and related set up and take down.

Other Skills And Abilities

• Ability to effectively use Microsoft Office software including Word, Excel, and Outlook.
• Demonstrated ability or willingness to learn and apply AI tools, including Microsoft Copilot and similar platforms, to streamline administrative workflows, enhance productivity, and drive operational efficiency.
• Ability to operate office equipment (telephone, scanners, copiers, etc.).
• Ability to complete work in an efficient and accurate manner.
• Ability to adapt to change.
• Ability to organize work and projects, prioritize and meet deadlines.
• Contribute to a team effort.
• Ability to effectively multi-task.

Education And/Or Experience

• College education preferred, but not required.
• A minimum of three years’ administrative experience with another CPA Firm or professional services firm is preferred but not required.