Key Responsibilities

• Interact professionally and proactively with clients, visitors and Firm staff
• Manage mail/package shipment, correspondence and electronic communications for Firm staff
• Update client database, including filing and scanning client and project documents, as requested
• Answer and direct all incoming calls to the appropriate party promptly and efficiently
• Arrange meetings/events for firm activities, including client visits
• Maintain daily knowledge of staff availability to provide timely response to client needs
• Assemble reports, documents or presentations for Firm staff as requested
• Manage confidential matters related to the firm, clients, staff and business strategy
• Manage/maintain project software by entering new engagements and updating client information
• Maintain office phone system by setting up extensions, voicemail accounts and staff directories
• Enter client expenses daily in practice software
• Maintain office supply inventory and order supplies as needed, including break room and paper supplies
• Schedule preventive maintenance of office equipment
• Make daily bank deposits as needed
• Actively looks for ways to support the office staff with various administrative or project related tasks

Qualifications

• Associate's Degree in Business Administration or a relevant field is preferred, or an equivalent amount of training and experience
• Relevant experience handling multiple areas of office administration, preferably in an accounting related industry
• Excellent verbal communication skills to interact with all levels of the organization and with customers
• Ability to manage multiple projects with competing deadlines
• Excellent organizational and time management skills
• Proven track record of maintaining the confidentiality of sensitive company and client information
• Strong attention to detail skills
• Proficiency with Microsoft Office products and the ability to efficiently work within firm software and computer applications