Administrative Professional
About The Position
The Bonadio Group is currently seeking an Administrative Assistant to support our Small Business Advisory Service Line in our Syracuse, New York location. This role involves processing client tax returns and mailings, e-filing, providing dedicated Partner support, assisting in document preparation and proofreading, handling internal and external communications, organizing calendars, coordinating meeting logistics, maintaining information records, developing technology skills, cross-training for backup assistance, sorting mail, and adhering to professional standards and client confidentiality.
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
- Process client tax returns and mailings as necessary
- E-file client tax returns and mailings as necessary
- Provide dedicated Partner support as assigned including time and expense entry, billing, e-mail triage, travel assistance, etc.
- Assist in the preparation, proofreading, editing, and processing of documents including, but not limited to, correspondence, financial statements, client related correspondence, etc. in order to produce error-free work
- Ability to professionally and effectively handle communications with internal personnel as well as external clients – both via phone or in person; taking detailed messages as needed
- Organize, update, and assist with calendar for assigned partner(s)
- Coordinate logistics for meetings, conference calls and communicate details accordingly
- Enter, transcribe, record, store, and/or maintain information in written or electronic form
- Develop and maintain the technology skills required to function at peak efficiency
- Ability to cross-train and learn others’ administrative responsibilities to provide backup assistance as needed
- Sort incoming mail as necessary
- Assist in all other administrative areas as needed
- 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
