To perform general office managerial, and executive administrative duties and provide support to partners and other personnel as required. Applicant must have a minimum of seven years of solid experience (including supervisory experience) in a professional office setting and must be highly proficient in Microsoft Office (Outlook, Word (advanced proficiency), and PowerPoint). Applicant must be punctual, self-motivated and have a strong work ethic.
Other requirements include: • Excellent oral and written communication skills. • Excellent interpersonal skills. • Excellent phone presence: professional and upbeat. • Team player. • Ability to work independently. • Ability to exercise independent judgment. • Ability to prioritize. • Excellent organizational skills. • Advanced proficiency in Word. • Experience with Excel and other spreadsheet applications. • Ability to multi-task.
Reports to two partners but may perform duties for others within the firm.
Supervises administrative personnel.
Duties include, but are not limited to: • Preparing proposals, engagement letters, financial statements and other "end results" reporting
documents using Word and Excel, as deemed necessary. • Preparing other client-related reports. • Assisting in packaging of client tax folders and filing tax documents. • Assisting in the hiring of other administrative personnel. • Updating and developing office policies and procedures. • Updating and keeping abreast of firm social media. • Preparing/composing outgoing correspondence to clients, vendors, and others. • Scheduling and confirming appointments for the partners. • Updating partners' calendars and contacts. • Daily upkeep of partners' offices. • Assisting with billing. • General office duties such as filing, ordering supplies, purchasing supplies locally, assisting with
answering phone, opening and closing office. • Preparing bank deposits. • Balancing and replenishing the petty cash. • Overseeing and assisting with general upkeep, cleanliness and organization of office and
grounds. • Contacting vendors and service providers for quotes and working with the chosen vendor/service
provider to ensure the firm is receiving the services and level of service expected. • Preparing outgoing mail & packages and assisting in logging incoming/outgoing mail. • Updating & monitoring the equipment logs. • Renewing professional memberships. • Applying for and renewing business certifications. • Liaison between office personnel and IT professionals to ensure equipment and software are in
proper working order, assisting IT company in troubleshooting problems. • Additional duties in absence of other administrative personnel.