Receptionist

Description:

As an Administrative Assistant your responsibilities will include:

• Working independently and within a team environment to support the client service staff to produce high quality client deliverables
• Type and/or format financial statements in compliance with Firm standards
• Preparation of letters and reports using firm templates and according to Firm standards,
• Proof-read, review for quality and verify content before finalizing any client deliverables
• Preparing hard files for clients based on requests from the external client service team and new client setup processes
• Preparation of financial statements and notice to readers
• Bookkeeping entries
• E-file tax return
• Scan documents and embed in electronic file
• Create, save and maintain digital report and letter files. Initiate digital “lock-down” of client information
• Participate in training and stay current with GT software
• Assist administrative assistants with monthly billing, if required
• Working with the partners and managers in a business development capacity, including researching companies, preparing, editing and branding proposals
• Answering and directing telephone inquires
• Greeting external clients
• Coordinating schedules of staff
• Receiving payments
• Receive/send daily couriers
• Following up with clients on bookkeeping matters
• Email management/fax distribution
• Reconciliation of courier/taxi invoices
• General administrative tasks such as data entry and typing
• Ordering stationery and office supplies; maintaining stationery inventory