[ref. z74033116] Pleasanton - Administrative Assistant/Receptionist with CPA Firm experience

Job description

ABOUT THE ROLE:

Administrative Assistant / Receptionist

Our CPA firm provides excellent client service to our small and medium sized owner managed business clients.

We are looking for a proactive and ambitious Administrative Assistant / Receptionist to join our accounting firm to ensure the workflow moves through the firm while being the main point of contact for the client. The right candidate is process driven with high attention to detail and has experience working in an accounting or CPA firm.

This role requires you to do a lot of routine mondain daily administrative tasks. If you get bored easily and cannot keep focus for a long period of time doing repetitious work then this is not the right role for you.

Responsibilities include:

• Work closely with our professional staff to ensure our clients are receiving the highest quality of service.
• Establishes client and firm coordination and relationships to ensure receipt of required information, sign offs, payment etc. for work to proceed efficiently and on time.
• Enables the team to be accountants by managing and continually improving processes and the workflow of all services.
• Drive the implementation and management of the computerized workflow management system
• Monitors workflow and report issues. Maintain associated systems in compliance with procedures and processes
• This position will be involved with all aspects of the firm’s operations
• Anticipates, monitors and meets the needs of customers and responds to them in an appropriate manner
• Perform any other work-related duties and responsibilities that may be assigned from time to time by management with documented procedures and as directed by supervising Accountant.

Requirements

The right candidate will possess a high level of computer skills, excellent interpersonal communication, and is skilled at working with and managing relationships with the following requirements:

• Minimum 3 year experience in an accounting or CPA Firm,
• Excellent attention to detail and able to complete work accurately,
• Organized with strong time management skills and the ability to multi-task and prioritize tasks,
• Passion for working with people and proven experience in a client-facing role,
• Ability to comprehend, analyze, and interpret documents and situations critically and efficiently,
• Advanced skills with Microsoft Office Suite,
• Easily adaptable to multiple software programs,
• Proven computer skills are required, i.e. data & workflow management knowledge,
• Experienced with paperless environments,
• Displays each of the following attributes - excellent work ethic / can do attitude / punctual / initiative / outgoing personality / pro-active / attention to detail / organized / self-motivated / finishing what you start
• Financial Services background a plus.

If you possess the required skills, strong aptitude for learning, and you want to be part of a supportive and hardworking team, please apply immediately.

Benefits

Pay: $40,000.00 - $47,000.00 per year

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Administrative Assistant: 3 years (Required)

Ability to Relocate:

• Pleasanton, CA 94588: Relocate before starting work (Required)

Work Location: In person