Vacancy expired!
Small busy CPA firm seeks experienced Administrative Assistant.
MUST possess a MINIMUM of 2 years experience working in this capacity and possess the following skills:
Microsoft Outlook
Microsoft Word
Adobe PDF
Microsoft Excel
Adobe Pro & CRM experience a plus
The right candidate must:
Be a self-starter, quick learner and independent worker
Have superior Microsoft Outlook experience and experience with Excel and Word
Be computer literate and understand how to navigate Windows operating system, server and cloud platforms
Possess an assertive personality necessary to interact with clients
Have a clear, articulate, friendly and good speaking voice (mandatory)
Responsibilities include:
1. On boarding new clients: set-up online hosting platform & send welcome correspondence to clients
2. Prepare engagement letters
3. Prepare proposals to prospective clients
4. Converse and speak with clients from a customer service perspective
5. Enter prospects into a CRM
6. Use CRM to add dealsĀ for new engagement letters and prospects
7. Follow up on prospects via telephone and email
8. Answer incoming telephone calls
9. Coordinate and book on Outlook telephone consultations with new prospects
10. Assist with all arenas of Tradeshows that we do and Learning events that we hold
11. Call vendors and service providers when deemed necessary
12. Filing
13. Schedule appointments (especially busy during tax season)
Benefit options for health insurance and 401K after eligibility periods.
Immediate start
