Administrative Assistant
We are a growing CPA firm seeking a proactive and detail-oriented administrative assistant to provide essential administrative and organizational support to our small, close-knit team. This position is ideal for someone with experience in Microsoft Office, Adobe Acrobat, and a commitment to ensuring the firm's daily operations run seamlessly. If you excel at multitasking, have strong communication skills, and enjoy working in a collaborative yet professional environment, we want to hear from you.
Key Responsibilities :
- Provide day-to-day administrative support, including managing schedules, handling correspondence, and coordinating meetings for the team.
- Utilize Adobe Acrobat for document creation, editing, and reviewing, including assembling and securing client documents.
- Prepare, edit, and format various documents in Microsoft Office programs, including Word, Excel, and PowerPoint.
- Manage and organize both digital and physical filing systems to maintain efficient record-keeping.
- Communicate professionally with clients via email, phone, and in-person to schedule appointments, answer inquiries, and convey information accurately.
- Assist with preparing and proofreading financial reports, tax documents, and other materials for client review.
- Coordinate office supply orders, handle basic IT troubleshooting, and ensure the office environment remains organized and efficient.
- Support the team in managing deadlines by setting reminders and ensuring task completion on schedule.
- Act as a point of contact between clients and other team members to facilitate clear communication and efficient workflow.
Required Qualifications and Skills :
Proven experience as an administrative assistant, preferably in a professional services or CPA firm environment.Proficiency in Adobe Acrobat for document creation and editing.Advanced proficiency with Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).Exceptional attention to detail with strong organizational and time-management skills.Excellent written and verbal communication skills with a professional demeanor.Ability to maintain confidentiality and handle sensitive information with discretion.Strong ability to multitask and prioritize workload effectively in a fast-paced environment.Previous experience working with consistent deadlines and client-facing responsibilities is a plus.Preferred Skills and Experience :
Familiarity with tax preparation or accounting processes, though this is not required.Exposure to or experience with accounting software or CRM systems.Comfortable supporting a small team and wearing multiple hats as needed.