Administrative Assistant

Administrative AssistantWellsColeman is a business advisory, tax, and accounting firm based in Richmond, serving its clients for over 80 years. WellsColeman forms a deep connection with our team, clients and community to invest in their success. We strive to balance exceptional client service, family focus, and financial success while attracting and retaining top talent. As a 14-time recipient of Virginia Business' Best Places to Work award, our firm culture is a testament to our commitment to our team.As a key member of our Operations team, the Administrative Assistant supports the Firm Administrator and Partners while contributing to the smooth day-to-day functioning of our office. This dynamic position plays an essential role in administrative operations, accounts receivable, tax processing support, and occasionally assisting at the front desk. The Administrative Assistant works collaboratively across departments to help deliver a high-quality experience for both our team and our clients.This fully on-site position will require a minimum of 40 hours in our Richmond office, Monday through Friday, with additional Saturday hours required during the Spring tax season (February - April).Key ResponsibilitiesUpdate and maintain firm documentsOrganize and manage client data and filesAssist with the processing of tax returns, including scanning, covering, labeling, printing and assemblingAssist with planning and executing firm events, trainings, and special projectsProvide administrative support to Firm Leadership and Operations as neededGeneral administrative duties as neededServe as a backup to the receptionist during lunch, time off, and at opening/closing as neededTrack and maintain records of team members' continuing professional education (CPE) credits and licensing requirementsFinancePrepare and generate client invoices for services renderedManage accounts receivable, including following up on outstanding payments and maintaining accurate records