Administrative Assistant Office Manager - MATRIX EXECUTIVE SEARCH LLC

About the Company

New Jersey based CPA firm engaged in public accounting, tax planning and preparation, and financial consulting is seeking an experience Administrative Assistant/Office Manager to join its team. The firm is dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs. Salary will be commensurate with experience.

About the Role

• Client support: Phone calls, emails, and assist with inquiries
• Working knowledge and optimization of Microsoft Office 365
• Manage contacts, draft emails, and other Microsoft Outlook functions
• Receptionist and clerical duties such as filing, scanning, letter writing and editing
• Tax return assembly and preparation of Form 1099 for clients
• Creating and maintaining company files
• Human resources support and special projects when required
• Basic bookkeeping - strong knowledge of excel to create spreadsheets
• Client invoicing and credit card processing

Qualifications

• Knowledge of QuickBooks and other accounting software
• Experience in public accounting and/or financial services industry preferred
• Understanding of investment account application process, documentation, and preparation
• Thomson Reuters Practice CS Accounting software and Greatland Yearli Premier program knowledge (preferred but willing to train)