Administrative Assistant

Job Description

Job Description

Company Description: 100 years strong, Monroe Shine is one of the largest, most respected independent CPA & Business Consulting firms in the region. Monroe Shine is committed to serving private businesses, their owners, individuals, and nonprofit entities through our mission to help every client achieve their highest level of success. We set ourselves apart from other firms by providing customized CPA solutions, friendly and responsive customer service you deserve.

Summary:

The primary responsibilities of this position are to provide exceptional administrative support to the professional team, and contribute to a collaborative, supportive departmental and team environment. This position reports to the Chief Operating Officer.

Duties: A minimum of three years of administrative experience. Excellent word processing, business writing, grammar, spelling, editing, and proofreading skills. A skill level of at least intermediate in Word, Excel and Outlook and an aptitude for learning new software. Professional appearance and attitude, the ability to work both independently and collaboratively, and exceptional attention to detail. The maturity to handle confidential information and the stresses of a fast-paced office.

Responsibilities: Provide administrative support to members of the professional team as assigned. These tasks may include creating, and/or editing correspondence, scheduling and coordinating meetings, organizing client and personal documents according to firm protocols, assisting with special projects, preparing proposals and reports, and providing other support as needed. Perform accurate and efficient processing of tax returns, financial statements, business valuations, and other client deliverables. Achieve competency in the firm’s software applications and be able to recognize and save client documents appropriately. Exhibit a willing acceptance of new challenges and opportunities to improve competencies. Provide back-up to Receptionist as needed, including assistance with phones and greeting visitors, mail, filing, and conference room maintenance. Learn and follow established procedures, setting an example for the rest of the team. Complete routine tasks, attend to work that is urgent, and recognize when the focus needs to change from one to the other. Understand and react appropriately to work flow priorities.