Administrative Assistant

Administrative Assistant

The Administrative Assistant supports all activities of the firm's Insurance Tax practice and performs various administrative functions during the course of their job duties.

What You'll Do:

• Review tax return processing for accuracy and completeness
• Prepare, assemble, and mail finalized tax returns
• Maintain and update multiple Excel tracking spreadsheets
• Communicate with underwriters and banks via email and phone to collect payments and request statements
• Monitor the department email inbox and update contact information as needed
• Use the department database and learn to make updates, entries, and changes as required
• Produce, edit, and distribute documents using Word, Excel, and database tools
• Prepare presentations for client and firm needs
• Handle mail, faxes, and courier items
• Maintain the firm's electronic filing system
• Provide backup support for errands and front desk phone coverage
• Identify opportunities to improve administrative support within the department
• Monitor departmental trends and update administrative practices accordingly
• Ensure administrative policies and procedures are documented, updated, and followed
• Partner with department staff to deliver seamless client service
• Complete required software and training programs
• Work for extended periods at a computer or standing during events
• Use fine motor coordination for office equipment; maintain verbal and auditory communication abilities
• Lift up to 10 lbs frequently and 20 lbs occasionally

About You:

• Associate degree preferred; HS diploma/GED with equivalent experience accepted
• 1–2+ years administrative or executive support experience
• Proficient in Microsoft Office (Outlook, Excel, Word, PowerPoint)
• Strong attention to detail, organization, and follow-through
• Experience supporting multiple leaders
• Reliable transportation and valid driver's license
• Able to prioritize multiple deadlines
• Clear, professional communication (written and verbal)
• Comfortable working with diverse personalities
• Strong grammar, spelling, and self-review skills
• Maintains confidentiality and professionalism
• Dependable, adaptable, and eager to learn

Why Join Us:

• Dynamic and Innovative Work:
  An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
• Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and share in the rewards.
• Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
• Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.

Springline Advisory is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.