Benefits:

Employee discounts

401(k) matching

Bonus based on performance

Company parties

Training & development

Benefits/Perks

Flexible Schedule

401k

Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant/Jr. Bookkeeper to join our team. In this role, you will provide support to our clients and our team, ensuring they have all the information and resources they need. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence, as well as light bookkeeping.The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Responsibilities

Answer incoming phone calls and route them to the appropriate person

Schedule appointments and maintain a calendar

Organize meetings and take accurate minutes

Write emails, memos, and letters and distribute them appropriately

Contribute to company reports

Maintain an organized filing system

Develop, update, and maintain relevant office procedures

Sending confidential tax information to cients

Qualifications

High school diploma/GED required, Associate’s degree or administrative training is preferred

Previous experience as an Administrative Assistant or in a similar position

Familiarity with standard office equipment such as printers and fax machines

Excellent computer skills and knowledge of Microsoft Word, Outlook, Excel, Docusign and Google sheets. Lacerte tax software and QuickBooks knowledge a plus.

Highly organized with excellent time management skills and the ability to prioritize projects