Administrative Assistant

Overview

• Provide administrative support in a professional services environment, ensuring efficient operations and high-quality deliverables.
• Assist with assembling, delivering, and filing tax returns and related documentation.
• Maintain and organize client files, both paper and electronic, for easy access.
• Track deadlines and provide timely reminders to the team for critical tasks.
• Support client onboarding processes and ensure records are accurately updated.
• Prepare, proofread, and finalize contract documents with attention to detail.
• Handle communications including phone calls, emails, and mail correspondence efficiently.
• Contribute to the team by performing additional administrative tasks as required.

Key Responsibilities & Duties

• Assemble, deliver, and file tax returns and related paperwork accurately.
• Organize and maintain client files, ensuring proper documentation and accessibility.
• Track and monitor deadlines, providing reminders to the team as necessary.
• Assist with onboarding new clients and updating records in systems.
• Prepare and proofread contracts and other documents for accuracy and completeness.
• Update and maintain client information in internal systems and workbooks.
• Manage phone calls, emails, and mail correspondence for the team.
• Perform other administrative tasks as needed to support the team’s operations.

Job Requirements

• High School Diploma or GED equivalent required; Bachelor’s degree preferred.
• Minimum of three years of administrative experience in a professional services environment.
• Advanced proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
• Strong organizational skills with the ability to multitask effectively and prioritize deadlines.
• Excellent written and oral communication skills, including grammar, spelling, and punctuation.
• Demonstrated ability to handle confidential information with discretion and professionalism.
• Superior customer service skills and ability to work with diverse management levels.
• Team-oriented mindset with a willingness to support colleagues as needed.