Administrative Assistant
The Bonadio Group•Rochester, NY
•Onsite
About The Position
The Bonadio Group is currently seeking a professional Administrative Assistant to support our Advisory and Consulting Service Line in our Rochester, New York location. The Administrative Assistant is responsible for performing office support activities for multiple Partners and employees which will include, but is not limited to, implementing administrative systems, procedures, and policies as directed, and monitoring administrative projects. This is an on-site position.
Requirements
- A minimum of three years of relevant experience
- A minimum of an associates degree or a high school diploma, GED with equivalent work experience
- Knowledge of typical office methods and procedures, filing, telephone techniques, scanning, and office equipment, as well as business English usage, spelling, grammar, and punctuation
- Proficiency in Microsoft Word, Excel, and Outlook, and PowerPoint
Responsibilities
- Provide comprehensive administrative support to assigned Partners/Principals and other staff as assigned, including calendar management, e-mail triage, scheduling, meeting assistance, time and expense entry, travel accommodations, billing, budgeting, conference/event registration, CPE tracking, and other needs, as requested
- Generate reports including, but not limited to, margin, sales team, new work, period comparison, aging, reconciliation, productivity, performance indicator, culling, client transfer, WIP, WIP transfer, WIP reconciliation, compliance, etc.
- Execute the preparation of client deliverables as applicable
- Facilitate new client acquisition code and project set up; Perform client transfers and PIC reassignments as needed
- Maintain expertise in firm billing procedures and software, adhering to strict billing deadlines
- Perform other administrative tasks as needed including proposals, check requests, set up/roll Engagement binders, meeting agendas and minutes, tracking of state licensing, data management, team/office marketing needs, etc.
- Cross-train and learn others’ administrative responsibilities to provide backup assistance as needed
- Backup and assist with reception coverage as scheduled, including lunch/break periods and vacation
- Arrange for appropriate back up coverage when out of office
- Adhere to the highest degree of professional standards and strict client/firm confidentiality
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
