Administrative Assistant

Job Description

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 abilities and capacity to manage concurrent assignments