Administrative Assistant

Job Description

Job Description

RWM & Company, a growing full-service accounting and advisory firm, is looking for a Full-Time Administrative Assistant to be the welcoming face and voice of our Frederick, MD office.

Position Summary: 

RWM & Company is seeking a professional, organized, and customer-focused Administrative Assistant to join our team. This individual serves as the first point of contact for clients and visitors while providing essential administrative support to our accounting, tax, and advisory professionals. The ideal candidate is detail-oriented, technologically proficient, and thrives in a fast-paced environment. 

Key Responsibilities: 

• Welcome clients and visitors with professionalism and warmth. 
• Answer and route incoming telephone calls. 
• Assist clients with appointments, document collection, and general inquiries. 
• Manage calendars, appointments, and correspondence. 
• Prepare, assemble, and distribute tax returns and client documents. (requires standing for extended periods during peak season) 
• Process incoming and outgoing mail and deliveries. 
• Maintain electronic and paper filing systems. 
• Monitor office supplies and place orders as necessary. 
• Follow established administrative procedures 
• Support administrative projects and special assignments as needed. 

Qualifications:

Required 

• High school diploma or equivalent. 
• 2+ years of administrative, receptionist, customer service, or office support experience. 
• Excellent verbal and written communication skills. 
• Strong organizational and multitasking abilities. 
• Proficiency with Microsoft Office and cloud-based document systems. 
• Strong attention to detail and ability to maintain confidentiality. 
• Ability to maintain confidentiality and professionalism.  

Preferred 

• Experience in a CPA firm, financial services, legal office, or other professional services environment. 
• Familiarity with tax-season workflows and document management systems. 
• Associates degree or additional administrative experience. 

Skills & Competencies 

• Customer-focused mindset. 
• Professional communication. 
• Time management 
• Problem-solving 
• Adaptability 
• Team collaboration 
• Attention to detail  

Work Schedule 

• Full-time position 
• Monday-Friday  
• Additional hours may be required during tax season 

Benefits 

• Health, dental, and vision insurance 
• Retirement plan with company contributions 
• Paid time off and holidays 
• Half-day Fridays during summer months 

Why Join Us:

At RWM & Company, we value collaboration, work-life balance, and professional growth. We offer flexible schedules, reduced summer hours, and a welcoming, team-oriented environment.

Apply today and be part of a team that values both clients and employees!