Admin
Tobin and Company CPA's PC
Job Description
Job Description
Administrative Assistant (Purchase, NY)
Seeking a polished, hospitality-minded and proactive administrative assistant to join our boutique accounting firm in Purchase, NY. This is an excellent opportunity for a bright administrator who enjoys wearing multiple hats and being a key part of a team. The ideal candidate is organized, resourceful, and able to thrive in a fast-paced environment. This role requires a professional multi-tasker to cover the front desk responsibilities, process sensitive documents, handle database entries, and support daily team operations.
Key Responsibilities
- Client Relations: Serve as the face of the firm by warmly greeting visitors, answering calls, and creating a welcoming office environment.
- Sensitive Document Management: Maintain absolute discretion while scanning and organizing confidential client files, a critical component during peak tax seasons.
- Office Coordination: Oversee office supplies, maintain office machines and ensure the shared spaces remain highly presentable.
- Administrative Operations: Sort incoming and outgoing mail, manage deliveries, oversee shredding schedule, filing, draft letters, and partner with leadership to streamline workflows.
- Financial & Database Support: Accurately enter new client information and process payments using online charge services.
Ideal Candidate Profile
- Experience: 2 to 4 years of proven administrative support experience, ideally within professional services (e.g., accounting, financial, or legal firms).
- Technical Skills: Strong proficiency with office software (Microsoft Office, database management, and virtual payment systems) and the ability to learn new tools quickly.
- Soft Skills: Polished, professional, resourceful and proactive problem solver who thrives in a fast-paced environment.
- Discretion: High level of integrity when handling sensitive financial records and client data.
Competitive pay and benefits package.
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