Administrative Assistant, Client Advisory Services
2 weeks ago
HORNE is a professional services firm founded on a cornerstone of public accounting. As a top 25 business advisory firm, our 2,000+ team members serve clients from offices and project locations across the nation and Puerto Rico. Our Public and Middle Market team brings an owner's mindset to companies and delivers game-changing results. We help clients navigate the business, financial, tax, technical and personnel issues that arise along the way so they can focus on growing their business and creating a competitive advantage.
The Administrative Assistant supports the office and team with various administrative tasks, proofreading documents, managing facilities, handling invoices, mail, scheduling meetings, and assisting with marketing duties. The Administrative Assistant must be efficient, flexible, and experienced in diverse administrative responsibilities.
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Assist with and ensure quality of client deliverables - Format documents, presentations and reports in Word, PowerPoint and Excel to meet Firm standards. Proofread and edit documents. Maintain client information in Practice Management system and input prospect information into Client Acceptance system. Perform client billings and monitor accounts receivable. Ensure electronic filing systems are maintained and comply with Firm's standards. Ensure security, integrity, and confidentiality of data.
- Provide administrative duties and ensure the office is operating smoothly - Perform general support duties such as scanning, shredding, processing mail (incoming and outgoing), printing, shipping, deliveries, errands, and receptionist duties. Manage multiple calendars. Arrange meetings, conference calls and video conferences using Outlook and Zoom. Coordinate meals as needed. Process invoices for payment and oversee corporate credit card. Maintain and stock common areas such as workroom, supply room, conference rooms, and community kitchen and snack areas. Troubleshoot technology hardware and software issues as needed to assist staff.
- Maintain facilities and equipment - Manage relationships with vendors, service providers and landlord. Coordinate with IT department on all office equipment and maintain local inventory, storage, and distribution of equipment. Coordinate cleaning, security, and basic facility maintenance as well as office equipment repairs/maintenance.
- Perform data entry, research, and copywriting tasks - Enter data into Excel or other database systems. Perform research and compile data. Assist with writing copy when requested.
Work to be performed in HORNE office setting Monday- Friday 8 AM-5 PM
Physical demands
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 20 pounds at times.
None
Required education and experience
- Minimum 1 years' experience copy editing/proofreading preferred.
- Minimum 1 years' experience in a professional office environment required
- Office management experience preferred
- Proven data entry skills
- Experience with various office equipment including printers, scanners, copiers, and video conferencing required
- Advanced Microsoft Office skills required including Word, Excel, PowerPoint and Outlook with experience coordinating calendars
- Experience overseeing/coordinating services such as catering, administrative, travel, technology, etc. preferred
- Experience with video conferencing applications including Zoom, Team, Webex, etc. preferred
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
HORNE Values...
- A forward thinking, anticipatory professional driven by a passion to pursue your full potential and dreams.
- A work environment that promotes collaboration, consistency, and community service to empower people.
- An inclusive culture that promotes career/life integration and invests in developing people in areas of focused expertise.
- An unrivaled distinctive, special culture that values collaboration, innovation, and positive energy which HORNE calls "Deliver with Care."
- A team of professionals grounded in strong, personal relationships and a sense of belonging to a common purpose for adding value and making a difference.
- A dedicated team of individuals from diverse backgrounds working together to leave our clients better than we found them.
The firm you'll be joining is a decidedly different business advisory firm. HORNE goes beyond traditional accounting to collaborate, advise, and align with clients to transform rapid change and uncertainties into opportunities for growth and profitability.
We are a team that focuses on reaching our full potential, rewards high performance, and prioritizes leadership development for every team member. HORNE emphasizes health and personal development through our multiple wellness programs. Despite our size, HORNE takes time to recognize, support, and celebrate one another's successes, working together for the highest good. Come join us at team HORNE
HORNE does not accept unsolicited agency resumes. Please do not forward unsolicited agency resumes to our website, employees or Human Resources. HORNE will not be responsible for any agency fees associated with unsolicited resumes.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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