Benefits/Perks
- Flexible Schedule
- 401k
- Career Growth Opportunities
Job Summary
We are seeking a motivated and outgoing Administrative Assistant/Jr. Bookkeeper to join our team. In this role, you will provide support to our clients and our team, ensuring they have all the information and resources they need. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence, as well as light bookkeeping.The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.
Responsibilities
- Answer incoming phone calls and route them to the appropriate person
- Schedule appointments and maintain a calendar
- Organize meetings and take accurate minutes
- Write emails, memos, and letters and distribute them appropriately
- Contribute to company reports
- Maintain an organized filing system
- Develop, update, and maintain relevant office procedures
- Sending confidential tax information to cients
Qualifications
- High school diploma/GED required, Associate’s degree or administrative training is preferred
- Previous experience as an Administrative Assistant or in a similar position
- Familiarity with standard office equipment such as printers and fax machines
- Excellent computer skills and knowledge of Microsoft Word, Outlook, Excel, Docusign and Google sheets. Lacerte tax software and QuickBooks knowledge a plus.
- Highly organized with excellent time management skills and the ability to prioritize projects