Administrative Assistant

About the role

Prepare engagement letters and contracts, set up new client information in systems, collect and enter/download data from clients, file and retrieve documents, operate accounting and/or tax software, perform back-end processing tasks, and assist with additional responsibilities and project work.

Responsibilities

• Preparation of engagement letters and contracts
• Setting up new client information in systems
• Collecting and entering/download data from clients and reviewing for accuracy
• Filing and retrieving documents, records, and reports
• Preparing engagement letters and other correspondence with clients
• Back-end processing such as printing, copying, filing, and basic quality assurance
• Delivering tax returns
• Operate accounting and/or tax software to record, store, and analyze data
• Additional responsibilities and project work as assigned

Requirements

• Associates Degree
• High school diploma or GED
• 2 years experience in office environment and preferably as an administrative assistant
• Knowledge of administrative procedures
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Qualifications

• Preferred Qualifications: Associates Degree
• Minimum Qualifications: High school diploma or GED
• Experience: 2 years in office environment and preferably as an administrative assistant

Skills

• Administrative Procedures
• Technology Proficiency
• Verbal and Written Communication

Benefits

N/A

Pay

N/A

Schedule

N/A

Benefits

N/A