Administrative Assistant

Description

#LI-MC2 #LI-Onsite #CBIZAdvisory

Responsibilities

Essential Functions and Primary Duties

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• Provide assistance to the Managing Directors and professional staff on engagements and projects, as needed.
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• Assist with drafting and formatting engagement letters.
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• Assist with monthly billing.
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• Document management to include, organizing, scanning, naming, and saving documents.
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• Data entry and organizing information into spreadsheets.
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• Management of group marketing / event calendar.
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• Assist with preparation of marketing materials.
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• Calendar management. Setting up meetings and sending out invites to clients, making / confirming reservations, and tracking everything in outlook calendar.
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• Complete ad hoc projects as needed.
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• Provide general office support as needed.
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Preferred Qualifications

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• Strong interpersonal skills with a high level of professionalism.
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• Experience working in an office environment, preferably in an accounting firm, legal office or other professional services.
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• Strong organizational and problem-solving skills.
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• Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail.
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• Proficient with Microsoft products.
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• Demonstrated ability to communicate effectively, both verbally and in writing.
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• Paraprofessional or paralegal experience preferred.
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Qualifications

Minimum Qualifications

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• High school diploma or GED
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• 2 years experience in office environment and preferably performing as an administrative assistant
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• Must have knowledge of administrative procedures
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• Proficient use of applicable technology
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• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
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