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Administrative Coordinator

2 months ago

Marquand, Missouri, United States Jobot Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Jobot. As a key member of our CPA firm, you will play a crucial role in supporting the day-to-day operations, ensuring smooth communication between clients and staff, and contributing to the overall efficiency of our services.

Key Responsibilities
  • Client Communication: Serve as the first point of contact for clients, handling inquiries, scheduling appointments, and ensuring a positive client experience.
  • Document Management: Prepare, file, and manage client documents, including tax returns, financial statements, and other confidential materials.
  • Scheduling and Calendar Management: Coordinate meetings, appointments, and deadlines for the CPA team, maintaining an organized calendar and reminding team members of upcoming deadlines and important dates.
  • Data Entry: Accurately input and update client information, financial data, and other relevant records into the firm's database and accounting software.
  • Office Administration: Manage office supplies inventory, order necessary materials, and ensure the office is well-stocked and organized.
  • Billing and Invoicing: Assist in preparing client invoices, processing payments, and tracking accounts receivable, working closely with the accounting team to ensure timely billing and collection.
Why Join Us?

We provide high-quality accounting and financial records, critical for making informed business decisions. Our services aim to help businesses become more profitable, minimize taxes, and increase net worth. We ensure timely delivery of financial records to help businesses respond promptly to both internal and external issues.

We offer a competitive salary, health, dental, and vision insurance, and a positive work environment.