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Administrative Assistants

Ceiba CPAs and Consultants, LLC
Bonita Springs, FL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Position Description

The Administrative Assistant is responsible for general office tasks including scheduling, maintenance of client data, client files, and preparation of business meeting materials. This individual will communicate proactively to ensure deadlines and the needs of clients are met. Provides administrative support to team members and positively contributes to the office culture and client experience. This position is an excellent fit for a customer service orientated professional seeking an opportunity within a growing firm.

 Specific Responsibilities

• Reception desk duties, greeting clients and visitors

• Client scheduling and follow up

• Screen incoming phone calls and route calls to the appropriate party

• Administrative support for Management; including calendar management, scheduling, and timekeeping

• Administrative support for other team members as needed

• Preparation of agendas, reports, presentations, and other materials to prepare for client meetings and other business activities

• Prepare bulk mailings and client outreach

• Organize and maintain client and referral partner data base

• Organize and maintain client files

• Track Secretary of State Renewals for business clients, renew as requested

• Comply with federal, state, and local regulations and keep abreast with changes in tax law and within the accounting industry

• Continue ongoing education by participating in webinars, workshops, conferences and networking events

• Provide exceptional customer service

• Ensure accuracy and quality control of all work product

• Maintain confidentiality with personal and sensitive data 

• Maintain A/R and A/P

 

Ceiba CPAs and Consultants, LLC

Address

Bonita Springs, FL
USA

Industry

Business

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