Administrative Assistant

Over 35 years of being a trusted financial partner for businesses and individuals. Known for our deep expertise and wealth of experience serving the tax, accounting, and business consulting needs for a diverse range of businesses and franchises.

A client-focused and forward thinking firm - providing clients with the financial advice they need to achieve their goals and convenient online service options that makes key financial information available 24/7.

A family run business offering the ability and flexibility to grow your career...

• Opportunities for partnership track
• Experienced leadership team with 35 years in the finance industry
• Pension plan match up to 3%
• Flexible work schedule

We are seeking an Administrative Assistant with experience in the finance industry to join our team. As an Administrative Assistant, you will be responsible for providing administrative support to our finance team. This is a full-time position with a competitive salary and benefits package.

Responsibilities:

• Provide administrative support to the finance team
• Manage calendars, schedule meetings and appointments
• Prepare and distribute reports, presentations, and correspondence
• Assist with accounts payable and receivable
• Process invoices and expense reports
• Maintain accurate and organized files and records
• Coordinate travel arrangements and accommodations
• Assist with special projects as assigned

Qualifications:

• 2+ years of experience as an Administrative Assistant
• Strong organizational and time management skills
• Excellent communication and interpersonal skills
• Proficient in Microsoft Office Suite
• Experience with accounting software such as QuickBooks or Sage
• Ability to work independently and as part of a team
• Account receivable/Time and Billing
• Ability to multitask and prioritize tasks effectively

If you are a detail-oriented individual with experience in the finance industry and a passion for administrative support, we encourage you to apply for this exciting opportunity.