Administrative Assistant (Finance)

We are looking for an Administrative Assistant for a CPA firm in Tampa. The Ideal candidate will be extremely proficient with MS Excel including formulas, pivot tables and v-look-up. In addition, the candidate should have experience with Adobe PDF or similar system to upload and review signed documents. Experience working in a CPA firm, Legal Firm or Financial Services is preferable.

This is an in office position. 

Administrative Assistant Position Duties:

• Formatting and proofreading of financial statements and other reports using Microsoft Word, Excel, PowerPoint and Adobe
• Assembly of various reports and company materials as directed
• Prepare correspondence, engagement letters, proposals, presentations, and various other reports and mailings
• Advanced word processing, mail merge projects and manual preparation of documents
• Provide support to Audit Department
• Distribution of communications to clients
• Organize, track, and maintain various spreadsheets and files from a variety of sources
• Backup Receptionist as needed; answering phone, routing faxes, coordinating incoming/outgoing mail
• Professional interaction with clients, vendors, and other guests
• Cross-train on a variety of administrative duties in order to provide backup to other members of administrative team
• Scan and electronically file documents
• Assist with bulk projects as needed

Requirements:

• Administrative Assistant/Office Administration role in a professional services environment preferred 
• Proven experience using advanced functions within Microsoft Office (Word, Excel, PowerPoint and Outlook) as well as Adobe
• Excellent professional written and verbal communication skills; comfortable communicating with all levels within an organization
• Strong organizational skills; ability to manage multiple priorities and changing deadlines
• Self-starter, deadline driven individual who is technologically savvy with a strong attention to details
• Overtime is required during peak periods

Required Experience:

• 3-5 years of administrative experience is preferred