Administrative Assistant - Outsourced Accounting and Advisory Services (OAAS) - BeachFleischman

Administrative Assistant - Outsourced Accounting and Advisory Services (OAAS)

Under the direction of the OAAS Principal and the COO of Internal Operations, Administrative Assistant provides high-level administrative support and office coordination for the OAAS department. The ideal candidate will provide essential administrative support to ensure the smooth operation of the department.

Essential Duties and Responsibilities

• Manage CCH Workflow and Monday.com workflow tasks.
• Draft and track engagement letters.
• Input new clients, including creating CCH Workflow and Monday.com tasks, creating new client files, etc.
• Assist with billing, including processing the daily check deposit, monitoring AR, and checking the mailbox daily for checks, invoices, and other important mail.
• Assist the 1099 process, from RM and client communications to e-filing and assembly.
• Take minutes for department and client meetings, as needed.
• Manage the OAAS department calendar.
• Monitor the OAAS email address, ensuring that communications are directed to the appropriate team members.
• General administrative duties as needed, including organizing meetings, ordering lunches, helping with internal communication, running tape for deposit, assisting with building facilities, etc.
• Perform other duties as assigned, including backing up administrative team colleagues.

Knowledge, Skills and Abilities

• Strong computer skills.
• Experience using MS Office Suite.
• Excellent organizational and time-management skills.
• Ability to sort through information, assess priorities, and resolve problems efficiently and effectively.
• Strong communication and interpersonal skills.
• High level of discretion and confidentiality.
• Ability to attend to detail in composing, typing, and proofing materials.

Qualifications

• Minimum of three years of administrative experience.
• Professional services experience preferred.
• A High School Diploma or GED required.

Physical Requirements and Work Environment

• Ability to lift 20 - 25 lbs. to move office supplies.
• May be required to sit for long periods of time.
• Usual office working conditions.

Standard Work Hours

• 8:00 AM - 5:00 PM, Monday - Friday; some overtime required