Administrative Assistant

Position Overview

Gould Killian CPA Group is seeking a detail-oriented and motivated Administrative Assistant to join our team. This role is ideal individuals that want to work collaboratively in a fast-paced environment to provide excellent client service. The Administrative Assistant is a first point of contact for the firm, and should exhibit strong interpersonal, analytical, and problem-solving skills.

• Answer phone calls professionally and assist clients or direct them to appropriate personnel
• Greet clients and visitors in a professional and welcoming manner
• Schedule appointments with clients, staff, and outside vendors for partners and managers

• Oversee all incoming and outgoing mail/shipping
• Assist in keeping client data such as addresses, phone numbers, emails etc. updated by completing client update forms
• File physical and digital documents according to firm document retention policies

• Perform opening and/or closing office activities
• Manage petty cash, overseeing process to include ongoing documentation and reconciliation under direction of Office Manager
• Ensure all deposits are tallied, documented, and prepared for the Office Administrator.
• Oversee the purchase of materials for employee gifts and recognition
• Order meals for meetings as requested, to include set up and breakdown for meals

As the needs of the firm evolve, there may be other duties as requested.

• An associate's degree or bachelor’s degree (preferred, but not required)
• Proficient with Microsoft Office software suite
• Flexibility to work overtime as needed during reasonably predictable time periods

• Excellent verbal and written communication skills
• Ability to handle sensitive information with discretion
• Desire to learn firm procedures and software
• Desire and ability to collaborate with team toward a common goal
• Strong organizational and multitasking abilities