Administrative Assistant

Overview

It’s people like you that make us great! At Yeo & Yeo, we recognize that the champions behind our success are our people. We are a people-first organization fully committed to creating a dynamic work environment that values your contributions and supports your professional growth.

Description is embedded in the original text but not a separate requirement; the essential content has been preserved in the overview above.

Administrative Assistants are responsible for providing a high level of client service and organizational support to the team. This position’s responsibilities include managing calendars, meetings and event arrangements, processing client engagements and client relations.

• 2+ years’ experience in public accounting or other professional services office setting
• Exposure in a technical, detail oriented and paperless setting
• Notary Public preferred
• Proficient in numerous software programs:
• MS Office; including Excel, MS Word, Outlook, and Power Point
• Adobe
• Ability to operate in a paperless environment, scanning and routing required

• Coordinate administrative and operational functions for the team including managing calendars, taking phone calls, scheduling appointments and processing mail
• Provide outstanding client service through meetings, communication (via phone, email or in person), troubleshooting client questions and concerns, providing timely follow up and obtaining client signatures and approval
• Manage projects including planning and coordinating presentations, disseminating information and organizing company events
• Maintain client records including edits, updates and new client set up
• Provide quality control and tracking for client facing documents and ensure client confidentiality
• Manage the client engagement letter including distribution, tracking signatures, continual follow up and scanning
• Provide support for CPA’s including processing of client tax returns and financial statements
• Scan and assemble W-2s, 1099, 1095’s, tax returns, 8879’s, notices, statements and additional documents
• Assist in electronic filing of tax returns, acknowledgements and rejections; following up on pending e-file, transmission of tax returns and wrap up upon acceptance of return
• Assist the team with monthly billing procedures, reporting, accounts receivable and collections
• Maintain supplies including monitoring inventory and re-ordering
• Maintain the office environment
• Provide administrative support as well as back up functions for administrative colleagues throughout the firm as needed including phone coverage as well as sorting and process mail
• Understand and stay current on new technology
• Incorporate new techniques and ensure minimal disruptions to productivity
• Must have smart phone that can be used to dual authenticate login credentials at work

• Communicate effectively in a variety of professional situations
• Participate actively in all on-the-job and formal learning and development opportunities to understand role and responsibilities
• Ability to accept and adjust to changing priorities and circumstances
• Possess excellent decision-making ability
• Ability to deal sensitively with confidential material
• Outstanding verbal and written communication skills
• Excellent interpersonal skills
• Proficient knowledge and use of office technology and equipment
• Honesty and integrity

• Ability to work in a team and take direction from multiple managers
• Take charge and action-oriented and persist until the task or job is completed

• Interest in community involvement

• Frequent use of hands, wrists, fingers associated with computer equipment
• Required to sit for extended periods of time
• Occasionally stoop, kneel, crouch or crawl
• Normal visual acuity, ability to talk and hear
• Occasionally lift and/or move up to 20 pounds

• On-site position
• Normal office environment
• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment

Our commitment is to continually invest in our people, both professionally and personally. Our benefits and perks go beyond industry standard. Our offerings…