Administrative Assistant
17 hours ago
Job Summary: The Administrative Assistant will be responsible providing administrative support to our executives, and serving as the first point of contact for clients and visitors. This blended role requires a detail-oriented individual with strong organizational skills and the ability to multitask effectively in a fast-paced growing environment.
Key Responsibilities:
Administrative Assistant Duties:
- Greet clients and visitors with a warm and professional demeanor.
- Answer and direct phone calls, taking messages as necessary.
- Manage the firm's calendar, including scheduling appointments and meetings.
- Handle incoming and outgoing mail and deliveries.
- Maintain a tidy and organized front desk area.
- Maintain office supplies and restock areas as required.
- Add and update communications via CRM for new and existing deals
- Provide administrative support to the executive team, including managing correspondence, preparing documents, and coordinating travel arrangements.
- Assist with the preparation of presentations, proposals, reports, and other business documents.
- Handle confidential information with discretion.
- Coordinate and organize company events and meetings.
- Perform special projects as directed by leadership.
Qualifications:
- Proven experience as a bookkeeper, front desk receptionist, and/or executive assistant.
- Proficiency in QuickBooks Online is a must.
- Strong knowledge of MS Office (Word, Excel, PowerPoint, Outlook).
- Excellent organizational and multitasking abilities.
- Strong written and verbal communication skills.
- Professional demeanor and strong customer service skills.
- Ability to handle confidential information with integrity.
- Associate's or Bachelor's degree in accounting, business administration, or related field preferred.
Benefits We Offer:
- 401(k) Plan plus matching
- Dental insurance
- Vision insurance
- Health insurance
- Life insurance (fully company paid)
- Long Term and Short Term Disability Insurance (fully company paid)
- Paid time off
- Flexible Schedule - Half-Day Fridays and Work-From-Home Options
- Referral program
- Vision insurance
- Commuter Benefits
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