Administrative Assistant

About the Role

An Administrative Assistant I provides a wide array of support to all departments within the Firm with a beginner-level skill set and knowledge of processes and procedures. In this role, you will learn the basic processes and procedures.

Responsibilities

• Scanning and copying
• Process outgoing mail through postage machine, including bulk mailings, overnights, certified, etc.
• Process incoming mail and distribute
• Occasionally going to the post office, including daily trips during tax season
• Administrative errands, including Walmart, BJs, or other store runs as needed
• Answer rollover calls
• Cover receptionist desk as needed for lunches, out-of-office, etc.
• Various typing projects as needed, including letters, mail merges, labels
• Basic understanding of monthly engagement letters to clients, including preparing, formatting, scanning, copying, and filing
• Process bank confirmations
• Maintain portal, including adding staff, updating clients, uploading files
• Rotational kitchen duties, including ordering lunches, maintaining kitchen/coffee supplies
• Maintain administrative areas and front desk/lobby, including organizing/maintaining supplies, stocking, and ordering
• Basic understanding of copying and processing tax returns, including corporate, trusts, gift tax, nonprofit, pension administration, and personal returns
• Electronic filing of extensions and tax returns
• Basic understanding of copying, scanning, binding, proofing, and editing at all stages of the financial statements
• Proof, edit, and bind proposals/valuation reports

Requirements

• Completion of a high school diploma or equivalent; additional coursework in math is preferred
• Minimum of one year of clerical or administrative experience
• Ability to work independently as well as in a team environment
• Ability to handle driven deadlines and work in a high-paced, demanding environment
• Ability to prioritize and handle multiple tasks simultaneously
• Strong verbal and written communication skills
• High degree of attention to detail and organization
• Understanding and previous use of a Windows-based computer system and applications such as Microsoft Word, Excel, and Outlook
• Ability to type 60-70 WPM minimum and possess solid proofreading skills
• Strong ability to read and interpret written word and understand verbal instructions
• This position requires overtime during tax season and around other deadlines throughout the year
• Occasional lifting of 5–10 pounds

Pay

$23–$25 hourly wage