Administrative Assistant

Job Description

Company Description LPT CPAs + Advisors is a professional services firm that provides accounting, tax, and advisory support to a diverse range of clients. The firm focuses on delivering accurate, timely financial insights and practical business guidance to help clients make informed decisions. Team members collaborate in a detail-oriented environment that values integrity, client service, and continuous improvement. LPT CPAs + Advisors supports modern, flexible work arrangements, including remote roles, to attract and retain skilled professionals.\n
Role Description The Administrative Assistant role is a part-time, remote position that supports the firm’s day-to-day operations. Responsibilities include managing incoming calls and emails, scheduling meetings, maintaining digital files, and preparing basic documents and reports. The role also involves assisting with executive administrative tasks such as calendar coordination, meeting preparation, and follow-up communications. The Administrative Assistant will handle general clerical duties, including data entry, document organization, and updating records, while maintaining a professional and courteous approach in all client and team interactions. Collaboration with accountants and advisors to ensure smooth workflow and timely completion of tasks is expected.\n
Qualifications
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• Strong Administrative Assistance and Executive Administrative Assistance skills to support daily operations and leadership needs.
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• Professional Phone Etiquette and clear Communication skills for interacting with clients and internal team members.
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• Reliable Clerical Skills, including data entry, document management, and organizing digital files.
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• Proficiency with office software (e.g., Microsoft Office or Google Workspace) and comfort working in a remote environment.
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• Strong attention to detail, time management, and ability to prioritize multiple tasks.
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• Experience in a professional services or accounting environment is beneficial but not required.
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• High school diploma or equivalent required; additional training or coursework in business administration is a plus.
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