Administrative Assistant

Position Summary:
As an Administrative Assistant, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization.

Tasks:
Administrative Support:
Draft and edit correspondence, memos, reports, and other documents Format financial statements and proposals Create and update engagement binders, tracking project progress Maintain accurate records and databases, ensuring data integrity and confidentiality Coordinate travel arrangements, including booking flights, accommodations, and transportation Assist with expense tracking and reimbursement processes Office Support:
Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service Support special projects and initiatives as assigned Occasional reception area coverage Special project responsibilities for specific office or entire region (i.e. e-filing, CPE tracking, bulk engagement letters) Production Responsibilities
Assembling tax returns Formatting financial statements and proposals
Skills:
Required education and experience
High School Diploma (or GED or High School Equivalence Certificate)3+ years of relevant experience Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint) Preferred education and experience
Software: Engagement, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream , Maconomy, Safesend Advanced Excel skills including VLOOKUP/XLOOKUP; comparing reports acorss various platforms