Office Administrator
2 weeks ago
Company: Duffy Kruspodin LLP
Role Summary: The Office Administrator will provide essential support to the organization through various clerical and administrative tasks. This role involves managing incoming communications, facilitating correspondence, and ensuring the smooth operation of office activities.
Key Responsibilities:
- Manage a multi-line phone system, effectively screening and directing calls while taking accurate messages.
- Assist in the Collections process, ensuring timely follow-up with clients regarding outstanding invoices.
- Welcome clients as they arrive, providing a professional and friendly first impression.
- Handle incoming faxes and ensure proper distribution within the office.
- Prepare and manage postage for outgoing mail, including invoices and packages.
- Log and confirm delivery of certified and overnight mail, ensuring all necessary mailings are dispatched to the post office.
- Coordinate lunch orders for meetings during peak periods.
- Maintain an organized check-in sheet for office visitors.
- Document minutes during administrative meetings as required.
- Oversee the intake of client documents, including scanning and filing as necessary.
- Distribute client organizers and engagement letters efficiently.
- Assist in copying client information for tax-related purposes.
- Compile tax returns and ensure all documentation is accurate.
- Maintain cleanliness in the kitchen and overall office environment.
- Create and organize files for new clients, ensuring all information is entered correctly.
- Edit client PDFs for tax returns pending approval.
- Support administrative and professional staff with various projects as needed.
Qualifications:
- Proficiency in accounting software is preferred; familiarity with CCH Axcess is advantageous.
- Solid understanding of Microsoft Office Suite is required.
Work Schedule: Flexibility is essential, with the expectation of extended hours during peak seasons.
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