We are seeking a highly organized and detail-oriented Administrative Assistant/Secretary to join a public accounting firm in Greentree, PA. This role is essential in providing administrative and clerical support to our accountants and management team, ensuring the smooth day-to-day operations of the firm. The ideal candidate will be professional, proactive, and capable of managing multiple tasks efficiently.
Key Responsibilities:
- Greet and assist clients, visitors, and staff in a professional and friendly manner.
- Answer and direct phone calls, emails, and other communications.
- Schedule and coordinate appointments, meetings, and conference calls.
- Maintain and organize physical and electronic files, records, and documents.
- Assist in preparing financial statements, reports, and other documents as needed.
- Manage incoming and outgoing mail, packages, and deliveries.
- Support accounting staff with administrative tasks such as data entry, billing, and document processing.
- Ensure compliance with firm policies and maintain confidentiality of sensitive information.
- Order office supplies and maintain an organized workspace.
- Perform other administrative duties as assigned by management.
Qualifications and Skills:
- High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
- Prior experience in an administrative or secretarial role, preferably in a CPA firm or financial services environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with accounting software is a plus.
- Excellent verbal and written communication skills.
- Strong organizational skills with the ability to multitask and prioritize workload.
- Attention to detail and accuracy in work.
- Professional demeanor and ability to maintain confidentiality.
- Ability to work independently and as part of a team.