Administrative Assistant

• welcome clients and visitors with a detail-oriented and friendly demeanor, ensuring a positive first impression
• answer incoming calls, direct them to the appropriate team members, and respond to inquiries promptly
• manage mail and packages, including sorting, distributing, and coordinating outgoing shipments
• provide administrative support by scheduling meetings, maintaining calendars, and preparing documentation
• create reports, correspondence, and presentations as needed for management or team use
• monitor office supplies and coordinate orders to maintain adequate inventory levels
• organize and maintain both electronic and physical filing systems for easy access and retrieval
• collaborate with team members to address client requests and ensure smooth communication
• handle sensitive and confidential information with discretion and professionalism
• assist with special projects and initiatives as assigned by firm leadership

• Prior experience in an administrative or receptionist role, preferably within accounting, finance, or detail-oriented industries
• strong communication skills, both verbal and written, to effectively interact with clients and team members
• proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint)
• familiarity with QuickBooks or similar software is advantageous
• excellent organizational skills and attention to detail to manage multiple tasks efficiently
• ability to prioritize and adapt in a fast-paced work environment
• a meticulous and customer-focused attitude, ensuring high-quality service delivery
• high level of integrity and capability to handle confidential information responsibly

familiarity with QuickBooks or similar software

• medical insurance
• vision insurance
• dental insurance
• life and disability insurance
• company 401(k) plan