Office & Administrative Coordinator

RWM & Company•Lemoyne, PA

2d•Onsite

About The Position

RWM & Company is seeking a professional, organized, and customer-focused Administrative Assistant to join our team. This individual serves as the first point of contact for clients and visitors while providing essential administrative support to our accounting, tax, and advisory professionals. The ideal candidate is detail-oriented, technologically proficient, and thrives in a fast-paced environment.

Requirements

High school diploma or equivalent.
2+ years of administrative, receptionist, customer service, or office support experience.
Excellent verbal and written communication skills.
Strong organizational and multitasking abilities.
Proficiency with Microsoft Office and cloud-based document systems.
Strong attention to detail and ability to maintain confidentiality.
Ability to maintain confidentiality and professionalism.

Nice To Haves

Experience in a CPA firm, financial services, legal office, or other professional services environment.
Familiarity with tax-season workflows and document management systems.
Associates degree or additional administrative experience.

Responsibilities

Welcome clients and visitors with professionalism and warmth.
Answer and route incoming telephone calls.
Assist clients with appointments, document collection, and general inquiries.
Manage calendars, appointments, and correspondence.
Prepare, assemble, and distribute tax returns and client documents. (requires standing for extended periods during peak season)
Process incoming and outgoing mail and deliveries.
Maintain electronic and paper filing systems.
Monitor office supplies and place orders as necessary.
Follow established administrative procedures
Support administrative projects and special assignments as needed.