Administrative Assistant

JOB SUMMARY

An Administrative Assistant I, provides a wide array of support to all departments within the Firm with beginner level skill set and knowledge of processes and procedures. In this role, you learn the basic processes and procedures. JOB FUNCTIONS:

• Scanning and copying
• Process outgoing mail through postage machine, including bulk mailings, overnights, certified, etc.
• Process incoming mail and distribute
• Occasionally going to post office, including daily trips during tax season
• Administrative errands; including Walmart, BJs, or other store runs as needed based on what we need
• Answer rollover calls
• Cover receptionist desk, as needed for lunches, out of office, etc.
• Various typing projects as needed, including letters, mail merges, labels
• Basic understanding of monthly engagement letters to clients, including preparing, formatting, scanning, copying and filing
• Process bank confirmations
• Maintaining portal, to include adding staff, updating clients, uploading files
• Rotational kitchen duties, including ordering lunches, maintaining kitchen/coffee supplies
• Maintain administrative areas and front desk/lobby, including organizing/maintaining supplies, stocking, and ordering
• Basic understanding of copying and processing tax returns, including corporate, trusts, gift tax, nonprofit, pension administration, and personal returns
• Electronic filing of extensions and tax returns
• Basic understanding of copying, scanning, binding, proofing, and editing at all stages of the financial statements
• Proof, edit, and bind proposals/valuation reports MINIMUM REQUIREMENTS This position is contingent on the satisfactory completion of a background check.
• Ability to work independently as well as in a team environment is a must.
• Completion of a high school diploma or equivalent. Additional course work in math is preferred.
• Minimum of one year of clerical or administrative experience.
• Ability to handle driven deadlines and work in a high paced demanding environment.
• Ability to prioritize and handle multiple tasks simultaneously.
• Strong verbal and written communication skills.
• High degree of attention to detail and organization.
• Understanding and previous use of a Windows-based computer system and applications such as Microsoft Word, Excel, and Outlook.
• Ability to type 60-70 WPM minimum and possess solid proofreading skills.
• Strong ability to read and interpret written word and understand verbal instructions as related to any duties assigned.
• This position requires overtime during tax season and around other deadlines throughout the year. An individual might also have to lift 5 – 10 pounds occasionally. As an Equal Opportunity employer, Teal, Becker & Chiaramonte CPAs, P.C. will not discriminate in its employment practices due to an applicant's race, creed, religion, color, citizenship, national origin, sex, age, sexual orientation, predisposing genetic characteristics, gender identification, genetic information, familial status, marital status, pregnancy, status as a domestic violence victim, criminal conviction, disability, military status, disabled veteran, recently separated veteran, Armed Forces Service Medal veteran, active duty or wartime campaign badge veteran, or other characteristic as protected by law. Please feel free to review your equal employment opportunities protections and laws pertaining to these protections at http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf