Administrative Assistant
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Description
- Provide administrative support to partners, managers, and accounting staff.
- Prepare, edit, proofread, and format correspondence, reports, financial statements, and other client documents.
- Schedule meetings, manage calendars, and coordinate appointments.
- Answer and direct incoming phone calls and greet clients professionally.
- Coordinate client communications and maintain positive client relationships.
- Maintain electronic and physical filing systems in accordance with firm policies.
- Assist with engagement setup, document organization, and workflow tracking.
- Process incoming and outgoing mail, courier deliveries, and electronic document transmissions.
- Assist with tax return assembly, financial statement preparation, and client deliverables.
- Handle sensitive client and firm information with the highest degree of confidentiality.
- Monitor office supplies and coordinate vendor orders.
- Maintain confidential client records and comply with firm security and privacy procedures.
- Provide backup administrative support for other team members as needed.
- Perform other administrative duties assigned by management.