Administrative Assistant

We are seeking an Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.

Responsibilities:

• Format, proof and bind financial statement and client proposals.
• Plan and schedule appointments and events
• Greet and assist onsite guests
• Answer and direct calls, emails & correspondence
• Maintain filing systems and updating digital or paper internal records
• Prepare and distribute monthly billing reports
• Prepare and send out monthly invoices and statements
• Assist in setting up zoom meeting and webinars
• Perform all other office tasks

Qualifications:

• Must be proficient in Excel & Word
• Knowledge of CCH Axcess & Caseware is a plus
• Previous experience in office administration or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• ​Strong organizational skills