- Provide daily communication support such as answering phones, coordinating meetings and appointments in Outlook, filing, scanning, returning phone calls, delivering messages, and processing all incoming and outgoing mail.
- Interface with firm-owned subsidiaries and be a resource as needed
- Schedule both business and personal travel arrangements including air, hotel, ground transportation, and travel itineraries.
- Create, edit, and proofread correspondence, PowerPoint presentations, and Excel spreadsheets. Occasionally design attractive labels, displays, or signs.
- Prepare and edit monthly expense reports and check them against business credit card statements.
- Maintain "tickler file" to remind executives about upcoming business and personal events or to follow-up with clients/contacts.
- Order office supplies and maintain inventory to ensure availability of resources.
- Greet and accommodate visiting guests as well as operating the office building's security app.
- Regularly maintain and update contact databases in Outlook.
- Maintain organized files and records of monthly financial activity of the firm to provide source documentation for accountants to prepare financial statements of the firm.
- Manage and oversee maintenance and functioning of all office technology and telecom functions.
- Maintain administrative desk manual and document procedures for all office manager and operations duties.
- Organize Outlook files for easy retrieval.
- Calendar maintenance and scheduling
- Detailed organization and maintenance of company, client, and vendor records, files, messages, and data.
- Create Excel spreadsheets and basic analysis of financial and business records, and occasional PPT presentations.
- Be willing to perform other reasonable duties as needed, anticipate needs, and work independently, often with minimal supervision
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