Administrative Assistant

WhittleseyHolyoke, MA
Onsite

About The Position

Whittlesey is a firm that provides assurance, advisory, tax, and technology services. They have been recognized as one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA). The firm is seeking an Administrative Assistant to join their Administrative Team, based out of their Holyoke, Massachusetts office 5 days a week. Whittlesey prides itself on having the experience and expertise of a large, national firm combined with the responsiveness of a local firm, offering team members access to resources for career development and personal coaching through an open-door policy. Collaboration and community are core values, with respect for each team member's unique talents and contributions. The firm is also dedicated to community involvement through sponsorships and encouraging volunteerism.

Requirements

  • 1–3 years of administrative or office support experience preferred
  • High school diploma or equivalent experience required
  • Basic proficiency in Microsoft Office

Responsibilities

  • Serve as the welcoming face of our front desk, greeting clients and visitors with professionalism and warmth
  • Support daily office operations by handling incoming and outgoing mail, coordinating package deliveries, and maintaining office supplies
  • Assist with workflow support using project tracking software for processing financial statements, tax returns, and accounting services, ensuring deadlines are met for the client service team
  • Assist the team with basic workflow tracking using project management tools to help ensure tasks are completed on time
  • Prepare and proofread invoices, reports, and general correspondence with attention and detail
  • Provide administrative support on various projects, helping to meet deadlines and keep tasks organized
  • Gather and organize client information and documentation as needed
  • Assist clients with general inquiries, including basic support with accessing online portals
  • Collaborate with team members to maintain organized processes and contribute to a positive office environment

Benefits

  • flexible work schedules depending on their department’s needs
  • competitive paid time off program
  • competitive subsidized benefit package that includes medical and dental coverage
  • LTD and life insurance, all paid entirely by the Firm
  • 401(k) plan that includes profit sharing
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