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Title:

Administrative Assistant

Classification

Full-Time, nonexempt

Reports To

Partners and Managers

SUMMARY OF RESPONSIBILITIES

Administrative assistants perform a variety of receptionist, clerical and administrative tasks and present a professional image of the firm to callers and visitors.

ESSENTIAL FUNCTIONS

  • 1. Answer telephones and place long distance telephone calls quickly and efficiently, using a multi-line telephone system.
  • 2. Receive and transmit telephone, fax and email messages accurately and promptly, using the telephone, fax, copy machine, scanner and personal computer.
  • 3. Type correspondence, reports and other financial documents accurately and timely using Microsoft Office Suite.
  • 4. Greet and escort clients and visitors as soon as they arrive in the office in a professional and friendly manner.
  • 5. Maintain accounts payable using QuickBooks Online.
  • 6. Proofread reports and correspondence.
  • 7. Maintain office supplies inventory.
  • 8. Manage office equipment.
  • 9. Prepare semi monthly payroll and expense reports.
  • 10. Pick up mail, handle deliveries and process outgoing mail.
  • 11. Work directly with building management and other identified vendors as needed.

OTHER FUNCTIONS

12. Perform other duties as assigned from time to time by partners or professional staff.

WORKING CONDITIONS

  • 13. Stationed at front desk approximately 95% of working time.
  • 14. Occasional overtime hours required.

JOB QUALIFICATIONS

  • 15. Ability to perform several tasks concurrently with ease and professionalism.
  • 16. Ability to operate a multi-line telephone system.
  • 17. Ability to type 60 words per minute.
  • 18. Familiarity ad experience with general office equipment and the Microsoft Office Suite, QuickBooks Online.

 

This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

 

We don’t need your resume yet. Please don’t send it and please do not call us. For now, just send an email to hiring@whittakercocpas.com with answers to the following questions:

 

  • 1) How is this position a fit for you?
  • 2) What would you get out of working in the environment described here?
  • 3) What are the three biggest strengths you could bring to us?
  • 4) How can we support you – what do you need from us to be successful?
  • 5) Where do you want to go with your life (career is a part of life, not separate)?
  • 6) What’s the one thing standing in your way to getting where you want to go?
  • 7) List the seven things, in order of impact, which you would bring to the game.
  • 8) What other helpful information did we forget to ask?

 

The firm’s management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the firm may terminate employment at any time, for any reason.