Efpr Advisory

Description

Position Summary:

 With EFPR's 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. EFPR remains a destination employer. We are currently looking for a Administrative Assistant to support the Operations/Finance Department and take care of other general administration needs for the office. If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website to learn more. https://efpradvisory.com/careers/perks-benefits 

Time & Billing

• Assist with Client Monthly Billings
• Edit, Prepare and Post Invoices
• Assist with Client AR including collections
• Maintain the Time & Billing database
• Produce monthly reporting
• Produce reporting as requested
• Answer Client Emails
• Year End Procedures
• Reconcile Payments with Accounts
• Move, Delete, Update Time Entry
• Assist in coordinating and tracking operational projects, timelines, and deliverables.
• Prepare and maintain operational reports and documentation.
• Coordinate logistics for meetings, events, and training sessions.
• Assist with performance metrics reporting and data analysis for process improvement.

Accounts Receivable

• Receive deposit information recorded in VPM and other money deposited
• Reconcile to VPM

Miscellaneous

• Assist with Time and Billing Changes
• Answer phones
• Assist with client mailings and other admin duties when asked

General Administrative Duties

• Serve as a liaison between Operations, Finance, and other departments.
• Manage calendars, schedule meetings, and coordinate travel arrangements.
• Handle confidential information with professionalism and discretion.
• Contribute to continuous improvement initiatives and administrative process optimization.

Requirements

Education Requirements:

HS Diploma required

Experience:

1-3 years of experience in time and billing, accounting support, or legal/professional services administration

Skills:

• Self-starter & independent worker
• Written & oral communication skills to communicate effectively with clients & vendors
• Written & oral communication skills to communicate effectively with partners, managers, and staff
• Knowledge of Practice Management Workstation in CCH a plus
• Time and billing software proficiency (e.g., Aderant, Elite 3E, Timeslips, Clio, CCH Practice Management)
• Microsoft Excel (formulas, sorting/filtering, PivotTables, XLOOKUP/VLOOKUP)
• Microsoft Office Suite (Outlook, Word)
• Data entry with a high degree of accuracy
• Accounts receivable (AR) processing
• Invoice preparation and billing
• Payment reconciliation
• Financial reporting
• Database maintenance
• Recordkeeping and document management