Assistant Business Manager

Duties and Responsibilities

• Answer incoming calls and conduct preliminary screening for prospective clients
• Schedule meetings for Partners and Business Manager
• Process, scan, and log daily incoming mail in a timely manner
• Process client documentation into hard files as well as electronic files
• Affix basic bookkeeping duties: data entry, client related expenses, prepare reports and spreadsheets
• Track of client archive system for retrieval of information and scheduled shredding
• Maintain and ensure office equipment is functioning properly and office supplies are maintained
• Ensure appropriate licenses, insurance renewals, etc. are tracked and renewals are completed in a timely manner
• Develop and assist in improving office procedures
• Affix and support the Business Manager and Partners with special projects
• Cross-train and work with current Business staff to provide seamless support for all staff within the firm

Qualifications

• Demonstrated knowledge of the skills required for the day-to-day administration of a small business
• Must be proficient with Microsoft Office Suite and Teams applications
• Preferred experience with QuickBooks

Benefits

• Paid time off (vacation and sick time)
• Medical, dental, vision, and supplemental plans (after two full months)
• IRA matching plans (after two years of employment)

Pay

Full Time/Hourly starting - $25 to $27 per hour

Schedule

Full Time