Are you highly organized and excellent at follow-through? Are you someone who loves creating an outstanding client experience? Are you a growth-minded individual who wants to work for a company where you can grow your skills while pursuing incredible opportunities for advancement?
If so, we at TRM CPA would love to chat with you about our new Administrative Assistant position!
Be our "Director of First Impressions" for new clients, by managing new client onboarding, providing client support from start to finish.
Input client info into our system and add new work items into workflow software.
Coordinate and follow up with clients for missing documents to ensure our accounting team works efficiently.
Schedule annual work to meet client needs; Return client records.
Answer all incoming telephone calls and take messages or direct as requested.
Greet all visitors into the office and manage client needs as appropriate.
Provide general client service assistance.
Additional administrative support to the team as needed.
Skills:
Positive and happy attitude
Excellent written and verbal communication skills
Willingness to learn, show initiative, and be a positive "team player."
Display a basic knowledge and understanding of a professional office environment.
Displays the following attributes: Excellent work ethic, dedication, initiative, proactive,attention to detail, organized.
Confident enough to develop client relationships and build rapport with staff, business partners and clients.
Requirements:
3+ years of client service experience in a CPA firm or professional environment
CPA Firm experience strongly preferred.
Bachelor's Degree
Work in office 3 days a week, remote 2 days a week
Working knowledge of Ignition,Citrix Sharefile, Karbon Workflow, Lacerte and MicrosoftOffice Suite (Word, Excel, etc.)
Proven experience with a busy multi-line telephone system
Strong client service and communication skills
Detail-oriented and very organized.
At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!): • Integrity: We do what's right over what is easy. • Ownership: We take initiative and accept responsibility • Humility: We stay humble and open-minded to new ideas • Teamwork: We value people over numbers and believe we can go farther by working together • Positivity: We face challenges with optimism • Excellence: We go above and beyond in all we do • Growth: We push the limits of our abilities and strive to be better every day • Awesomeness: We create fun and a little weirdness
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance
Schedule:
8 hour shift
Supplemental pay types:
Bonus opportunities
Ability to commute/relocate:
Palm Beach Gardens, FL 33410: Reliably commute or planning to relocate before starting work (Required)
Work Location: Hybrid/Remote in Palm Beach Gardens, FL 33410