Administrative Assistant

Summary of Responsibilities

Acts as administrative support to the firm’s tax and administrative teams.

Essential Functions

• Tax admin backup support in LO
• Provide backup to Receptionist for lunch hour, vacation, and other coverage as necessary
• Filing client information
• Assist in maintaining appearance of office
• Assist in tax assembly throughout year
• Aid in opening or closing of office during tax season and when needed
• Miscellaneous duties - restocking supplies, dishes (daily), scanning client information, etc
• Primary assembly of RPS tax returns
• Provide backup for GFR Workflow Entry
• Provide administrative assistance for RPS and Wealth Advisors
• Provide assistance to Financial Services department, and serve as backup for assembling Financial Statements
• Perform other various administrative responsibilities as support to other admin team members and professional staff
• Assist in picking up lunches and running errands when needed
• Provide support to Office Manager as requested

Skills and Abilities
 

• Strong organizational skills
• Ability to multi-task
• Self motivated
• High level word processing skills
• High level desktop publishing skills
• Ability to design presentations
• Ability to work quickly and efficiently, and under pressure
• Strong teamwork skills necessary
• Ability to use personal computer and Windows software related to word processing and spreadsheet
• Proficient in Microsoft Word, Microsoft Outlook, ProFx Tax, and GoFileRoom

To Apply

Submit your resume and cover letter describing how you meet the minimum qualifications and desired attributes.  Also, include the names, addresses, and telephone numbers of three references who are familiar with your background and qualifications, along with your persmission to contact them.