Administrative Assistant
Job Description
Position Overview: Gould Killian CPA Group is seeking a detail-oriented and motivated Administrative Assistant to join our team. This role is ideal individuals that want to work collaboratively in a fast-paced environment to provide excellent client service. The Administrative Assistant is a first point of contact for the firm, and should exhibit strong interpersonal, analytical, and problem-solving skills.
Principle Responsibilities:
Client Service
- Answer phone calls professionally and assist clients or direct them to appropriate personnel
- Greet clients and visitors in a professional and welcoming manner
- Schedule appointments with clients, staff, and outside vendors for partners and managers
Workflow and Processing
- Oversee all incoming and outgoing mail/shipping
- Assist in keeping client data such as addresses, phone numbers, emails etc. updated by completing client update forms
- File physical and digital documents according to firm document retention policies
Administrative Support
- Perform opening and/or closing office activities
- Manage petty cash, overseeing process to include ongoing documentation and reconciliation under direction of Office Manager
- Ensure all deposits are tallied, documented, and prepared for the Office Administrator.
- Oversee the purchase of materials for employee gifts and recognition
- Order meals for meetings as requested, to include set up and breakdown for meals
As the needs of the firm evolve, there may be other duties as requested.
Qualifications
- An associate’s degree or bachelor’s degree (preferred, but not required)
- Proficient with Microsoft Office software suite
- Flexibility to work overtime as needed during reasonably predictable time periods
Skills & Abilities
- Excellent verbal and written communication skills
- Ability to handle sensitive information with discretion
- Desire to learn firm procedures and software
- Desire and ability to collaborate with team toward a common goal
- Strong organizational and multitasking abilities