Administrative Assistant

Qualifications

• High School Diploma or GED required.
• High-end customer service experience strongly preferred.
• Proficient in the Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint).
• Knowledge of STAR Practice Management and CCH Axcess is a plus but not required.
• Willingness to work overtime during tax season, and as needed throughout the rest of the year.
• Billing/Invoicing experience preferred.

Essential Functions

• Be prompt, efficient and complete when carrying out all tasks assigned by supervisors.
• Always be courteous, pleasant, and helpful to clients and colleagues.
• Maintain a neat and organized work environment.
• Manage records and files in an organized manner.
• Maintain strict confidentiality of all clients and firm business.
• Maintain good communication with supervisors to ensure work is performed accurately and efficiently.
• Effectively communicate and share information with other administrative assistants.
• Type financial statements, tax returns, correspondence, and other projects.
• Absorb inventory, order, and receive office supplies, internal forms, and checklists.
• Answer phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed.
• Open and close office location facility when needed.
• Deliver all incoming mail and collect outgoing mail in time for daily delivery.
• Prepare invoices and obtain approvals.
• Aid the accounting department in tasks.
• Review tax documents and responses.
• Track payments of firm invoices.
• Aid in the preparation of engagement letters.
• Schedule meetings and appointments/arrange travel.
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.

Benefits

• Competitive Compensation.
• Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Generous Paid Time Off Policy.
• 401(k) plan with company match and profit sharing.
• Medical, dental, and vision insurance.
• Company Paid Life Insurance.
• Affordable Short- & Long-Term Disability Insurance.
• Affordable Accidental and Critical Illness Insurance.
• 9 Paid holidays.
• Tuition Reimbursement.
• Annual Performance Reviews.
• And Much More...

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Please See The Below Link For Benefit Details HBK Benefits