Administrative Assistant

Job Description

Our small but growing CPA and Financial Services office needs a reliable, organized Administrative Assistant. The successful applicant will have a positive attitude, a desire to work as efficiently as possible, and excellent client-facing communication skills. We are looking for someone who can operate effectively with little or no supervision and who can manage multiple tasks at once without becoming overwhelmed.

Responsibilities

• Proactively communicate with clients to ensure compliance.
• Answer multi-line phone system and direct calls as required.
• Organize and schedule appointments.
• Write and distribute email, correspondence memos, letters, faxes and forms.
• Greet clients upon arrival and direct them to appropriate conference rooms.
• Maintain filing and storage systems in the office.
• Electronically scan documents into software system.
• Maintain office supply inventory.
• Retrieve documents and files when requested.
• Route incoming mail and process outgoing mail.
• Light accounting duties.
• Additional tasks as they arise.
• Must be able to be fingerprinted

Skills

• Accounting Firm or Securities Firm experience preferred.
• Must have knowledge of Microsoft Office, Computers, Data Entry, Typing, Communication, and Filing.
• Typing speed: minimum 60 WPM with 90 percent accuracy
• Proven experience as an administrative assistant or office admin assistant.
• Knowledge of office management systems and procedures.
• Working knowledge of office equipment, such as printers and fax machines.
• Excellent time management skills and the ability to prioritize work.
• Attention to detail and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to multi-task.
• Familiarity with mobile technology.
• Pleasant, friendly disposition.
• Strong interpersonal communication skills