FIRM ADMINISTRATOR
To perform general office managerial, and executive administrative duties and provide support to partners and other personnel as required. Applicant must have a minimum of seven years of solid experience (including supervisory experience) in a professional office setting and must be highly proficient in Microsoft Office (Outlook, Word (advanced proficiency), and PowerPoint). Applicant must be punctual, self-motivated and have a strong work ethic.
Other requirements include:
• Excellent oral and written communication skills.
• Excellent interpersonal skills.
• Excellent phone presence: professional and upbeat.
• Team player.
• Ability to work independently.
• Ability to exercise independent judgment.
• Ability to prioritize.
• Excellent organizational skills.
• Advanced proficiency in Word.
• Experience with Excel and other spreadsheet applications.
• Ability to multi-task.
Reports to two partners but may perform duties for others within the firm.
Supervises administrative personnel.
Duties include, but are not limited to:
• Preparing proposals, engagement letters, financial statements and other "end results" reporting
documents using Word and Excel, as deemed necessary.
• Preparing other client-related reports.
• Assisting in packaging of client tax folders and filing tax documents.
• Assisting in the hiring of other administrative personnel.
• Updating and developing office policies and procedures.
• Updating and keeping abreast of firm social media.
• Preparing/composing outgoing correspondence to clients, vendors, and others.
• Scheduling and confirming appointments for the partners.
• Updating partners’ calendars and contacts.
• Daily upkeep of partners’ offices.
• Assisting with billing.
• General office duties such as filing, ordering supplies, purchasing supplies locally, assisting with
answering phone, opening and closing office.
• Preparing bank deposits.
• Balancing and replenishing the petty cash.
• Overseeing and assisting with general upkeep, cleanliness and organization of office and
grounds.
• Contacting vendors and service providers for quotes and working with the chosen vendor/service
provider to ensure the firm is receiving the services and level of service expected.
• Preparing outgoing mail & packages and assisting in logging incoming/outgoing mail.
• Updating & monitoring the equipment logs.
• Renewing professional memberships.
• Applying for and renewing business certifications.
• Liaison between office personnel and IT professionals to ensure equipment and software are in
proper working order, assisting IT company in troubleshooting problems.
• Additional duties in absence of other administrative personnel.
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