Internal Business Systems Administrative Assistant

:

Berndt CPA LLC

INTERNAL BUSINESS SYSTEMS ADMINISTRATIVE ASSISTANT-ON SITE

TITLE: Internal Business Systems Administrative Assistant

CLASSIFICATION: Hourly

REPORTS TO : Jordon L. Olson, CAO

We have team members that enjoy working together and with our clients in a collaborative environment. We would like to know how we can help you realize more than you think is possible.

The firm has been recognized and received the following awards:

• Top Places to Work-2025
• Inc 5000 Winner-2022,2021,2020
• People's Choice Awards-Best CPA Firm 2022
• People's Choice Awards-Best CPA Firm-Finalist-2025,2021
• People's Choice Awards-Best CPA Finalists Alicia Greer, CPA and Bruce Berndt, CPA
• In Business- Dane County Small Business of The Year
• In Business- CFO of The Year

SUMMARY OF RESPONSIBILITIES

You will provide administrative support across the organization. When at the front desk, working with the Director of First Impressions, you will be one of the first points of contact for the firm and serves visitors by greeting, welcoming, and directing them appropriately; notifies company personnel of visitor arrival; maintaining telecommunications system. You will handle the flow of people through the business and ensure that all administration tasks are completed accurately and delivered with high quality and in a timely manner.

JOB DUTIES

• Assists in the billing of clients & preparing month end statements.
• Prepares internal payroll bank reconciliations.
• Will work directly with firm team members assisting with administrative duties including assisting with engagement letters, corresponding with clients & other assigned tasks.
• Will work with team members to assist in meeting administrative deadlines.
• Assists with other related clerical duties as required.
• Assists with marketing efforts of the firm with seminars & other presentations.
• Assists front desk duties which include:
• Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries.
• Directs visitors by maintaining employee schedules giving instructions.
• Answer, screen and forward any incoming phone calls while providing basic information when needed
• Update appointment calendars and schedule meetings/appointments
• Coordinates the pick-up and delivery of express mail services (FedEx, UPS, etc.)
• Contributes to team effort by accomplishing related results as needed.

SKILLS AND QUALIFICATIONS

Telephone Skills, Verbal Communication, Microsoft Office Skills, Listening, Professionalism, Client Focus, Organized, Informing Others, Handles Pressure, Phone Skills, and Time Management

REQUIREMENTS

• Strong Technology skills
• Proven working experience in similar roles
• Proficient at managing multi-line phone system and ability to direct calls in a prioritized manner
• Ability to deal with clients in a professional and courteous manner, and to develop professional working relationships
• Proficient with Microsoft Office Suite
• Ability to deal with confidential materials in an appropriate manner.
• Solid communication skills both written and verbal
• Ability to be resourceful and proactive in dealing with issues that may arise
• Ability to organize, multitask, prioritize and work under pressure
• High school degree with at least 2 years of professional administrative & receptionist experience

The above noted does not list all the duties of the job; you may be asked to perform other assignments and duties. This is intended to give a general sense of the responsibilities and expectations associated with the position. You will be evaluated in part based on your performance of the tasks listed above. The firm's management has the right to revise this at any time.