Administrative Assistant

Full-time

Description

Position Summary:

With EFPR’s 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. EFPR remains a destination employer. We are currently looking for a Administrative Assistant to support the Operations/Finance Department and take care of other general administration needs for the office. If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website to learn more. https://efpradvisory.com/careers/perks-benefits

Time & Billing

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• Assist with Client Monthly Billings
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• Edit, Prepare and Post Invoices
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• Assist with Client AR including collections
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• Maintain the Time & Billing database
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• Produce monthly reporting
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• Produce reporting as requested
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• Answer Client Emails
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• Year End Procedures
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• Reconcile Payments with Accounts
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• Move, Delete, Update Time Entry
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• Assist in coordinating and tracking operational projects, timelines, and deliverables.
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• Prepare and maintain operational reports and documentation.
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• Coordinate logistics for meetings, events, and training sessions.
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• Assist with performance metrics reporting and data analysis for process improvement.
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Accounts Receivable

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• Receive deposit information recorded in VPM and other money deposited
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• Reconcile to VPM
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Miscellaneous

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• Assist with Time and Billing Changes
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• Answer phones
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• Assist with client mailings and other admin duties when asked
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General Administrative Duties

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• Serve as a liaison between Operations, Finance, and other departments.
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• Manage calendars, schedule meetings, and coordinate travel arrangements.
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• Handle confidential information with professionalism and discretion.
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• Contribute to continuous improvement initiatives and administrative process optimization.
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Requirements

Education Requirements:

HS Diploma required

Experience:

1–3 years of experience in time and billing, accounting support, or legal/professional services administration

Skills:

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• Self-starter & independent worker
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• Written & oral communication skills to communicate effectively with clients & vendors
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• Written & oral communication skills to communicate effectively with partners, managers, and staff
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• Knowledge of Practice Management Workstation in CCH a plus
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• Time and billing software proficiency (e.g., Aderant, Elite 3E, Timeslips, Clio, CCH Practice Management)
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• Microsoft Excel (formulas, sorting/filtering, PivotTables, XLOOKUP/VLOOKUP)
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• Microsoft Office Suite (Outlook, Word)
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• Data entry with a high degree of accuracy
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• Accounts receivable (AR) processing
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• Invoice preparation and billing
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• Payment reconciliation
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• Financial reporting
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• Database maintenance
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• Recordkeeping and document management
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Salary Description
\n $22.00 - $25.00