Administrative Assistant

Only accepting applications from people within 30 Miles of Watertown.

PURPOSE

The Administrative Assistant Role is responsible for learning the specific administrative activities common to a public accounting firm and applying their technical skills to efficiently process client work, provide administrative support to individuals inside the firm, support to visitors to the firm, and assist with internal firm administrative tasks and projects.

REPORTS TO/ACCOUNTABILITY

Administrative Manager

KEY SUCCESS FACTORS

Ability and desire to continually improve administrative skills.
Cooperative team player.
Interest in continually examining firm processes for better efficiency and effectiveness.

GENERAL RESPONSIBILITIES

Opens and closes office areas at beginning and end of day.
Answers and directs phone calls.
Maintains staff and firm calendars and schedules.
Distributes mail, e-mail, and faxes.
Assembles and mails various firm correspondence and prepares priority mail, UPS, and FedEx including dropping off mail at the post office or carrier office as needed.
Assists with marketing and other projects.
Administrative processing of income tax billings.
Handles ordering of office supplies and miscellaneous purchases as well as maintaining office supply inventory.
Other duties as requested.

SPECIFIC RESPONSIBILITIES

Opens mail containing client payments and keys payments into practice management system.
Responsible for copier and printer maintenance in coordination with firm vendors.
Provides digital drafts of all client engagement letters to engagement leaders for edit and approval. Once approved, finalizes and mails.
Handles administrative digital processing, copying, and processing of income tax returns, financial statements, and other documents.

KEY PERFORMANCE INDICATORS

Demonstrated record of retention of application of technical skills.
Quality of work output.
Integration into the team.
Client satisfaction.
Participation in firm wide initiatives.

QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES

High school diploma or equivalency.
Developing technical knowledge regarding specific responsibilities.
Strong interpersonal and relationship building skills.
Team player with a positive can do approach.
Strong verbal and written communication skills.