Administrative Assistant, Dana

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. Principle Responsibilities: Client Service• 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 Workflow and Processing • Oversee allincoming 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 Administrative Support • 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 andrecognition • 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. Qualifications • An associate's degree or bachelor's degree (preferred, but not required) • Proficient with Microsoft Officesoftware suite • Flexibility to work overtime as needed during reasonably predictable time periods Skills&Abilities• 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 abilities and capacity to manage concurrent assignments