Receptionist / Administrative Assistant

Job Description

Description:

Our receptionists are a key part of our front office team, helping clients and providing support services for our accounting staff in a variety of functions. You will provide clerical and administrative services to our team, and your organizational skills will help complete assigned tasks efficiently, with an attention to detail to ensure our work is of the highest quality. The ability to multi-task, prioritize, and manage stress during the busier tax deadline months are essential for this position.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 28 offices in 11 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

Answer and direct incoming calls and emails. Greet clients in a professional and personable manner.

Keep daily record of employee in-office/out-of-office schedules.

Organize, scan, file and send documents to project software and web portals.

Easily learn and adapt to new technology and multiple systems.

Create and track projects within computer systems, organize physical information for staff.

Perform data entry assignments into a variety of software systems.

Execute detailed procedures for each step of our projects and processes.

Assist with the assembly of tax returns and preparation of financial statements.

Position requires attention to detail and analytical skills, flexible and positive attitude.

What we look for:

Professional office experience 3+ years, proficient with Microsoft Office suite.

Attention to detail and ability to multi-task.

Excellent verbal and written communication skills

Independent worker and learner, willingness to take on new tasks.

Ability to self-manage projects, proactive problem solving, analytical skills.

Ability to learn, understand and utilize new technology systems quickly.

Exceptional customer service skills

What we offer:

Ongoing informal and formal training and development

Competitive compensation

Generous PTO and paid holidays

401(k) and medical benefitsRequirements: