Admin Assistant - Albany, NY, United States - Teal Becker and Chiaramonte

Description

Our firm began in 1971 with one goal in mind: to provide excellence in service and professional expertise to our clients.

Through the years this focus was core to growth as we added staff and services, expanded to our current location, and garnered recognition and awards.

It enabled us to attract and retain the finest CPAs and financial professionals in the market and has driven our firm's growth in size, experience and stature.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

An Administrative Assistant I, provides a wide array of support to all departments within the Firm with entry level level skill set and knowledge of processes and procedures.

• Process outgoing mail through postage machine, including bulk mailings, overnights, certified, etc.
• Occasionally going to post office, including daily trips during tax season
• Administrative errands; Cover receptionist desk, as needed for lunches, out of office, etc.
• Various typing projects as needed, including letters, mail merges, labels
• Basic understanding of monthly engagement letters to clients, including preparing, formatting, scanning, copying and filing
• Maintaining portal, to include adding staff, updating clients, uploading files
• Rotational kitchen duties, including ordering lunches, maintaining kitchen/coffee supplies
• Maintain administrative areas and front desk/lobby, including organizing/maintaining supplies, stocking, and ordering
• Basic understanding of copying and processing tax returns, including corporate, trusts, gift tax, nonprofit, pension administration, and personal returns
• Electronic filing of extensions and tax returns
• Basic understanding of copying, scanning, binding, proofing, and editing at all stages of the financial statements
• Additional course work in math is preferred.
• Minimum of one year of clerical or administrative experience.
• Understanding and previous use of a Windows-based computer system and applications such as Microsoft Word, Excel, and Outlook.
• Ability to type 60-70 WPM minimum and possess solid proofreading skills.
• This position requires overtime during tax season and around other deadlines throughout the year