Bonadio Group, The

Administrative Assistant

US-NY-Pittsford
1 week ago
ID
2017-1505
# of Openings
1
Category
Administrative/Clerical

Overview

The Administrative Assistant will be responsible for performing office support activities for multiple firm staff and Partners which will include, but is not limited to, implementing administrative systems, procedures, and policies, and monitoring administrative projects.

This individual will represent the firm in a professional manner and will be committed to the success of the business. They will be forward thinking, progressive, respectful, strive for excellence, possess integrity and support our innovative and entrepreneurial spirit.

Responsibilities

  • 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
  • Assist in the preparation, proofreading, editing, and processing of documents including, but not limited to, correspondence, financial statements, Chapter 13 reports, Department of Labor reports, client related correspondence, etc. in order to produce error-free work
  • Process client tax returns and mailings as necessary
  • E-file tax returns as necessary
  • Support assigned Partner(s) as necessary, with time and expense entry, travel arrangements, billing, CPE tracking, sales reports, margin reports, and other partner needs as requested
  • Organize, update, and maintain calendars for assigned Partner(s)
  • Coordinate logistics for meetings, conference calls, and transcription of meetings as necessary
  • Assist Office Manager and assigned principals and managers as necessary
  • Provide back-up assistance at reception desk as needed
  • Enter, transcribe, record, store, and/or maintain information in written or electronic form
  • Assist with preparation of client proposals as necessary
  • Develop and maintain the technological skills required to function at peak efficiency
  • Ability to cross-train and learn others’ administrative responsibilities to provide backup assistance as needed
  • Assist with mailings as needed including, but not limited to, UPS, Fed Ex, Certified mail, incoming or outgoing mail
  • Assist in all other administrative areas as needed
  • Adhere to the highest degree of professional standards and strict client/firm confidentiality

Qualifications

  •  Knowledge of typical office methods and procedures, filing, telephone techniques, and office equipment, as well as business English usage, spelling, grammar, and punctuation
  • Expertise in Microsoft Word, Excel, and Outlook; Proficient in PowerPoint
  • Superior level of accuracy in work and attention to detail
  • 4+ years of relevant experience
  • Associate Degree or HS diploma with equivalent work experience
  • Strong customer service, verbal and interpersonal skills
  • Excellent time management skills, including planning and prioritizing
  • Ability to multi-task and take direction
  • Ability to work as part of a team as well as independently
  • Ability to work additional hours during tax season and other time periods throughout the year is critical

 

In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. Top-rated employee policies keep our workforce energized and advancing, and because of our many teams and specialty services, we offer more paths to partnership, including non-traditional arrangements. Add to that our robust training and mentoring programs, and the opportunities for growth really add up. Truly, at Bonadio, your trajectory is limitless. We are the nation’s 38th largest CPA and consulting firm, and the biggest in Upstate New York. Get on board, grow with us, and find your path to partnership. Apply today!

We are an Equal Opportunity/Affirmative Action Employer

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