Administrative Assistant

SEK CPAs & Advisors • Hagerstown, MD

5h • Onsite

About The Position

As an Administrative Assistant, you will play an essential part in keeping our operations running smoothly, assisting with client communications, document management, and general administrative tasks. In this role, there is required overtime from January through April and our administrative team members are expected to work Saturday hours (8:00 am – 12:00 pm) as needed based on workload and client deadlines.

Requirements

• 3+ years of administrative experience in a professional office
• Customer service experience (phone and in-person).
• Superior Microsoft Office (Word, Excel, Outlook) and Adobe PDF skills.
• Comfortable learning and navigating new technologies and systems.
• Strong attention to detail, organization, and communication skills.
• Ability to work independently and handle confidential information professionally.
• Experience handling phone lines in a fast paced environment.

Nice To Haves

• Experience integrating Microsoft Word and Excel is preferred.

Responsibilities

• Maintain and manage firm records, both physical and digital, including organizing, archiving, and purging files.
• Utilize scanning and document management software to process tax filings and support electronic workflows.
• Assist with the preparation of financial statements and client correspondence with a focus on accuracy and presentation.
• Provide front-desk support as needed, including answering multi-line phone systems, greeting clients, and managing inquiries.
• Prepare and distribute tax organizers, both in print and electronically.
• Assemble client deliverables efficiently in both paper and digital formats.
• Collect, and process client-submitted documents, internal expense reports, and bank deposits.
• Manage daily mail intake, distribution, and outgoing deliveries.
• Monitor and replenish office and break room supplies, placing orders as needed.
• Uphold confidentiality standards and adhere to firm procedures for data security and compliance.
• Perform additional administrative duties to support internal teams and client service as assigned.

Benefits

• 3+ weeks of PTO
• Flexible schedules (including half-day Fridays in the summer)
• Dress for your day policy (jeans included)
• Culture of growth and opportunity
• 401k profit sharing plan
• Individual Medical Insurance covered by SEK

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees