About this role
Summary: With oversight and direction of the Administrative Services Manager , this position is responsible for providing support services to accounting staff, audit staff, bookkeepers, managers, and partners. I nteracts with clients in person and on the phone. Essential Duties and Responsibilities: · Operating the firm’s telephone system and directing calls. · Responsible for communicating client requests to staff and partners. · Be courteous, pleasant, and helpful, when dealing with clients and staff. · Receives and assists visitors to the office, serving liquid refreshments to clients or guests on request. · Updating and maintaining data tracking systems, processing & typing correspondence, reports, and miscellaneous items. · Schedules appointments and call to confirm appointments. · Using computer software and relational databases to perform necessary functions. · Scan and save investment statements. · Maintaining adequate supplies of all internal forms and checklists. · Take responsibility for packages left for client pick up. · Maintain the strict confidentiality of the firm’s clients and business transaction. · Performs other duties as assigned. Minimum Qualifications: · Proficiency in Microsoft Office Suite; Google Drive, ShareFile, or similar cloud client portal. · Excellent written and verbal communication skills. · Must be able to communicate clearly and concisely with team members and clients. · Attention to detail. · Ability to prioritize and multitask. · Ability to work in a fast-paced environment with minimal supervision. · Needs to be organized to keep projects on track. Education and Experience: · HS Diploma required. Associate degree preferred. · At least 3 years of experience. Physical/Mental/Visual Demands and Work Environment: · This job is conducted in an office work environment, sitting most of the time, working on a computer. · Must be able to exert up to 20 lbs. of force occasionally. · Some travel may be required. Work Schedule: · Typically, Monday through Friday, 8am-5pm. · Occasionally require evening and weekends.