Administrative Assistant Office Manager

3 weeks ago


Hackensack, United States MATRIX EXECUTIVE SEARCH LLC Full time

About the Company

New Jersey based CPA firm engaged in public accounting, tax planning and preparation, and financial consulting is seeking an experience Administrative Assistant/Office Manager to join its team. The firm is dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs. Salary will be commensurate with experience.


About the Role


  • Client support: Phone calls, emails, and assist with inquiries
  • Working knowledge and optimization of Microsoft Office 365
  • Manage contacts, draft emails, and other Microsoft Outlook functions
  • Receptionist and clerical duties such as filing, scanning, letter writing and editing
  • Tax return assembly and preparation of Form 1099 for clients
  • Creating and maintaining company files
  • Human resources support and special projects when required
  • Basic bookkeeping - strong knowledge of excel to create spreadsheets
  • Client invoicing and credit card processing


Qualifications


  • Knowledge of QuickBooks and other accounting software
  • Experience in public accounting and/or financial services industry preferred
  • Understanding of investment account application process, documentation, and preparation
  • Thomson Reuters Practice CS Accounting software and Greatland Yearli Premier program knowledge (preferred but willing to train)



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