Senior Administrative Assistant

Whittlesey • Hartford, CT

7h • Onsite

About The Position

Whittlesey is a diverse team providing assurance, advisory, tax, and technology services to business leaders. Recognized as a "Best of the Best" and "Top 200 Firm" by INSIDE Public Accounting, Whittlesey offers an exciting career opportunity for a Senior Administrative Assistant to join its Administrative Team. This position is based out of the Holyoke, Massachusetts office 5 days a week. The firm combines the experience of a large national firm with the responsiveness of a local firm, offering team members resources for career development and personal coaching through an open-door policy. Whittlesey values collaboration and community, respecting each team member's unique talents and contributions, and is dedicated to community involvement through sponsorships and volunteerism.

Requirements

• Minimum 5 years’ experience working in an advanced administrative role as well as prior experience working in a professional service firm
• High school diploma or equivalent work experience required
• Demonstrated 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 complex financial statements, tax returns, and accounting services, ensuring deadlines are met for the client service team
• Prepare and proofread monthly invoices, reports, and correspondence to provide excellent client service with high accuracy
• Manage and participate in complex administrative projects across various topics, adhering to established deadlines
• Gather, compile, and organize client financial data and documentation to enhance efficiency and meet deadlines
• Provide high-level support to clients by assisting with portal access and resolving issues to ensure exceptional service
• Train and support other administrative team members, contribute to process improvement discussions, and maintain office policies in collaboration with management

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 11-50 employees