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Administrative Specialist

2 months ago

Suwanee, United States PRO-FI 2020 Full time
Job DescriptionJob Description

As part of our in-office Firm Administration team, you will serve as an integral part of our organization by demonstrating excellent administrative ability and technological skills in supporting the Pro-Fi 20/20 Dental CPA team.

The ideal candidate will be a versatile team player who can operate independently and collaboratively within the firm’s administrative team.

You will assist in supporting the operational protocols that facilitate optimal staff performance, thereby enabling us to efficiently deliver services to our clients.  No HR, No Marketing, No Sales responsibilities within this position.

Responsibilities include managing the administrative aspects of the entire client lifecycle. This includes involvement in client onboarding, updating information and projects for scope changes, and handling off-boarding by closing projects, ensuring smooth client transitions, and archiving documentation properly.

This is a technical position, requiring the mastering of multiple platforms, including Microsoft products, email management, CCHAxcess, SalesForce, Zoom, CaseWare, and others.

In addition, this is a client-facing position that will include daily interactions with our clients using multiple platforms, including phone, e-mail, and Zoom. You must have the ability to exude confidence and maintain professionalism when speaking to clients.

Additionally:

  • Project implementation, management and communication
  • Ability to meet strict deadlines
  • Ability to work with a diverse range of people
  • Data & Document management
  • Ability to evaluate and escalate issues as needed in an appropriate, timely, and tactful manner.
  • Critical and innovative thinker
  • Ability to transition lessons learned and skillsets to future project engagements
  • Document, maintain and update position procedures
  • Run out-of-office errands as needed to support office functions
  • Provide back-up for our front-stage concierge team, as needed

From $50k per year, hourly position with potential overtime.

What Makes You a Great Fit

  1. Minimum of an Associate’s degree or equivalent work experience
  2. Proven administrative experience
  3. A people person with a warm personality
  4. Three or more years of client service, accounting, financial and/or SalesForce experience
  5. CRM experience preferred
  6. CPA / Accounting firm experience preferred
  7. Time management and organizational skills; ability to manage multiple responsibilities and changing priorities is vital
  8. Ability to effectively communicate with all levels of staff and clients
  9. Must be able to identify problems and offer workable solutions
  10. Ability to work independently, but also collaboratively
  11. Working knowledge of Microsoft Office Suite
  12. Ability to perform focused work under periods of high pressure with tight timeframes
  13. Due to exposure to sensitive information, a criminal background check is required
  14. Healthy comfort level with technology and ability to learn technology quickly. We are a high-tech paperless firm and we only consider tech-savvy applicants.
  15. Desire and ability to be innovative and creative with ideas to improve workflow efficiency
  16. Excellent listening, written and verbal communication skills
  17. Discretion with confidential information
  18. You love a position that has shifting priorities and days that do not feel like the day before, are a quick thinker and can be reactive and proactive.

Due to the nature of our business, we do experience periods of peak workload, typically from January 5 - April 15 and the first half of each month due to set deadlines. There could be occasional overtime during peak workload periods.

This role is for you if…

1- You love working in a fun but professional environment

2- You are motivated by creating and maintaining organization

3- You enjoy volunteering to give back to the community

4- You thrive when challenged

5- You appreciate transparency and constant communication

6- You thrive on collaborating with dependable team players

7- You prioritize your workload in an efficient manner

8- You absolutely love to laugh

9- You cannot live without dual monitors

10- You relish the challenge of finding efficiencies

11- You embrace coaching notes and the opportunity to gain experience and improve

12- You love GETTING to go to work instead of HAVING to go to work

13- You understand what #12 means

14- Your attention to detail is exceptional

15- You are a self-starter and take initiative with ease

16- You understand the importance of treating others like you want to be treated

17- You are driven by results, accountability, solutions, and impact

This role is not for you if…

  • You prefer working solo as opposed to on a team
  • You are not energized by challenges
  • You assume deadlines are just a suggestion
  • You prefer working with the bigger picture over details
  • You loathe performance notes and feedback
  • You are slow to adopt innovative technology
  • You despise overtime and are a 40-hour a week person
  • You think feedback is another word for confrontation
  • Change makes you uncomfortable and you often resist it
  • You see this position as a ‘for now’ job and not a career
  • You think more about your next day off or of retirement than focusing on the current day
  • You think relationship-building at work is a waste of time
  • You are afraid to make an honest/correctable mistake
  • You are insulted by someone reviewing your work
  • You sneer about following the appropriate communication chain
  • You don’t like to read (you made it this far)
  • You like gossip
  • You have no sense of humor
  • You like to do the bare minimum or be told what to do all day
  • You are not willing to work onsite in Suwanee, GA

Deal Breakers (If these don’t fly, don’t apply)

  • No eye-rollers
  • Mandatory participation at our annual meetings
  • You better love to laugh because we are funny (Just check out our YouTube channel if you don’t believe it yet.)

What’s Next?

Still want to join our team? Great If you enjoy collaborating with motivated team members, apply today We take culture very seriously, and because of that when it’s right, it’s right. If after reading the full job description you are thinking, “this sounds PERFECT for me,” then we want to get to know you. If you are not ready right this minute, that’s ok. This is an opportunity to see if the grass really is greener on the other side. When you do join the team, expect every day to have learning experiences with a driven group of really cool people (well, as cool as accountants can get). We strive to learn and grow and hope you will too.

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

 

Company DescriptionPro-Fi 20/20, CPAs is an Atlanta-based Dental CPA firm providing bookkeeping, managerial accounting, and proactive tax service to dental practice owners, from solo practitioners to multi-location DSOs, nationwide.

Pro-Fi 20/20, CPAs is a multi-disciplinary firm focused on helping growth-oriented dental business owners, from solo practitioners and partnerships to multi-location DSOs. We have an emphasis on profitability consulting to help doctors create more margin of time and money to positively impact their quality of life. We do this through the efficient and integrated management of practice finances with a single point of contact. Our services include business consulting, comprehensive & proactive tax planning, accounting & bookkeeping, cash flow planning, business analytics, business valuations, bank loan assistance, and more.Company DescriptionPro-Fi 20/20, CPAs is an Atlanta-based Dental CPA firm providing bookkeeping, managerial accounting, and proactive tax service to dental practice owners, from solo practitioners to multi-location DSOs, nationwide.\r
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Pro-Fi 20/20, CPAs is a multi-disciplinary firm focused on helping growth-oriented dental business owners, from solo practitioners and partnerships to multi-location DSOs. We have an emphasis on profitability consulting to help doctors create more margin of time and money to positively impact their quality of life. We do this through the efficient and integrated management of practice finances with a single point of contact. Our services include business consulting, comprehensive & proactive tax planning, accounting & bookkeeping, cash flow planning, business analytics, business valuations, bank loan assistance, and more.