Office Administrator CPA Firm

Overview

Well established CPA firm in Charlotte is looking for an office administrator for busy office. The ideal candidate will be a pro-active, take initiative, team-oriented individual who possesses excellent written and verbal communication, organizational and people skills. Strong attention to detail is necessary as well as the ability to be a significant team player. Experience in handling a wide range of administrative and executive support related tasks and the ability to work independently with little or no supervision.

• Manage the ongoing organization and coordination of office administration and procedures to include controlling correspondence, supervising and training office staff, designing and implementing filing systems and delegating and monitoring various tasks
• Additional duties to include:
  • Informing clients of project status and making information requests
  • Meeting with clients to present deliverables and collect payment
  • Providing administrative support as needed to include attending and taking notes at meetings, preparing reports, maintaining executive calendars
  • Answering incoming calls and making outgoing calls to clients
  • Resolving client concerns in a friendly, professional manner
• Process outgoing mail and maintain postage for the office
• Maintain internal mail and call logs
• Scan and organize client documents
• Identify and implement procedural and policy changes to improve operational efficiency of the office
• Provide support on ad-hoc requests and related special projects, as required, and keep the management team properly informed

• Previous experience in administrative and customer services roles
• Ability to engage and build relationships with clients
• Self-motivated with the desire to go the extra mile
• Exhibit professional image in busy office environment
• Strong written, verbal and interpersonal communication skills
• Ability to maintain security, integrity and confidentiality of highly sensitive information
• Proficient in the use of Microsoft Office software suite and willingness to learn industry-specific CRM software
• Notary Public a plus

• Medical, dental & vision insurance
• 401(k) retirement plan with company match
• Paid time off
• Flexible work schedule