Administrative Assistant

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Administrative Assistant
The candidate will assist and support the firm owner and others in providing support for tax compliance, estate planning, and small business planning services, involving an array of tasks, such as writing professionally toned letters and email correspondence; creating documents with guidance; preparing "closing packages" (that require attention to detail); and tracking the delivery of services. Communicate with clients by telephone, email, and written correspondence. Assist with managing client engagements. Maintain client and task databases. Occasionally cover the general office telephone line, and greet clients and other visitors. Perform general administrative tasks, such as filing, file organization. High school diploma or GED required, some college experience preferred. Proficient in basic computer software and can quickly learn to use new programs. Must have 3 years' experience as an administrative assistant in a professional office (preferably a law firm or CPA firm). should have excellent proficiency with Word and Excel, and other office-based software programs.

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