Administrative Assistant

2 weeks ago

High Point, United States Smith Leonard Accountants and Consultants Full time
About Our Firm:

Smith Leonard (SL) is a growth-minded, regional CPA firm with offices in High Point, Hickory, Winston-Salem, and Lexington, NC. We've discovered that public accounting is not a one-size fits all proposition. Different firms offer varying experiences, culture and work environment. SL is proud to be a firm that offers an approachable, yet professional culture with great work/life balance, including 1/2 day Fridays in the summer. We are consistently rated one of the "Best Firms to Work For" by Accounting Today in their annual employee survey and in 2024 we were a top ten Mid-Size firm in the nation. Our team is empowered and energized by the autonomy of local decision-making and community impact, but our affiliation as a BDO Alliance firm gives us access to scalability and far superior technical resources than you would expect from a firm that can also provide top-notch local customer service.

We offer a casual, approachable environment for our team while delivering professional-level service to our clients and community. SL offers a competitive compensation and benefits package, an excellent learning environment, and an appreciation for work-life balance. The benefits package includes health insurance (one option is 100% employer paid), dental, vision, disability, life insurance, paid parental leave, holiday and PTO pay, Thank you Days (floating holidays), Day of Service (company Volunteer Day), a wellness program with free health coaching and monthly lunch and learns, and 401K with a generous company contribution. SL believes happy employees make happy clients, which is why we are so proud of the team we've built together.

As a member of our Administrative team, you will:

Work closely with an assigned group of team members to support their client and engagement responsibilities
  • Lead with a customer service centered attitude as you communicate with both internal and external clients
  • Flourish in high energy, team focused environments where multi-tasking is key to your success
  • Prefer an active day with a variety of tasks that may include client interaction or collection services.
  • Thrive on working independently in a diverse, fast paced environment
  • Act with a high level of professionalism and confidentiality
  • Be resourceful, acute attention to detail, efficient, and act with a sense of urgency when needed
Administrative Assistant Responsibilities:
  • Meet regularly with team members to review the status of their work and help as needed, including but not limited to:
  • Contact clients via phone, email, or text to request open items, AR payments, documents that need to be signed, etc.
  • Composes, types, and distributes professional correspondence as requested by management
  • Help track progress of work to meet client deadlines
  • Follow up with team members on stagnant work and push towards turning WIP to billing client
  • Invoicing and collection
  • Review and triage WIP, billing and due date reports each month
  • Coordinate other miscellaneous matters on behalf of team members
  • Update system data such as workflows, contact info, routing statuses, portals, etc.
  • Draft or proofread Engagement Letters, Financial Statements, documents, memos, etc.
  • Proofread financial statements for accuracy and formatting, ensuring the finished product is error free
  • Pull or monitor various reports and data as requested to help ensure work is completed timely
  • Coordinate scheduling requests and help manage the staffing plan for engagements
  • Coordinate onboarding of new clients for assigned group of team members
  • Manage engagement letter process
  • Coordinate year-end planning meetings
  • Backup support to the administrative team
  • Special projects as assigned
Administrative Assistant Requirements:
  • Prefer accounting or law firm experience
  • Minimum 2 years or more of experience as an Administrative Assistant or Executive Administrator, preferable in the financial services industry.
  • A total of five or more years of a combination of related experience and education.
  • High level of aptitude in all Microsoft Office products (Word and Excel primarily, PowerPoint occasionally). Microsoft certification(s) preferred.
  • Willingness to adapt as roles and responsibilities evolve with our growing firm
  • Ability to multi-task in an organized and efficient manner with strong follow-through and attention to detail
  • Results oriented problem solver with ability to multi-task and meet deadlines
  • Proficient typist (40> wpm); professional writing style
  • Professional and friendly demeanor on the telephone and in person
  • Ability to use office equipment, including but not limited to a computer, copier, and telephones as well as related software programs
  • Ability to understand and fulfill oral and written directions
  • Customer service skills and team-oriented mindset
  • Project Management / Organizational Skills
  • Commitment to excellence and high standards

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