Office Administrator for CPA Firm

6 days ago


Charlotte, North Carolina, United States KGC Full time
Job Title: Office Administrator for CPA Firm

We are seeking a highly organized and detail-oriented Office Administrator to join our team at a well-established CPA firm in Charlotte. As an Office Administrator, you will be responsible for managing the day-to-day operations of the office, providing administrative support to our team, and ensuring the smooth delivery of our services to clients.

Key Responsibilities:
  • Manage the organization and coordination of office administration and procedures, including controlling correspondence, supervising and training office staff, designing and implementing filing systems, and delegating and monitoring various tasks.
  • Provide administrative support as needed, including attending and taking notes at meetings, preparing reports, maintaining executive calendars, answering incoming calls and making outgoing calls to clients, and resolving client concerns in a friendly and professional manner.
  • Process outgoing mail and maintain postage for the office, maintain internal mail and call logs, scan and organize client documents, and identify and implement procedural and policy changes to improve operational efficiency of the office.
  • Provide support on ad-hoc requests and related special projects, as required, and keep the management team properly informed.
Requirements:
  • Previous experience in administrative and customer services roles.
  • Ability to engage and build relationships with clients.
  • Self-motivated with the desire to go the extra mile.
  • Exhibit professional image in a busy office environment.
  • Strong written, verbal, and interpersonal communication skills.
  • Ability to maintain security, integrity, and confidentiality of highly sensitive information.
  • Proficient in the use of Microsoft Office software suite and willingness to learn industry-specific CRM software.
  • Notary Public a plus.
Benefits:
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan with company match.
  • Paid time off.
  • Flexible work schedule.


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