Administrative Assistant

Job Description

Firm Overview

WellsColeman is a business advisory, tax, and accounting firm based in Richmond, serving its clients for over 80 years. WellsColeman forms a deep connection with our team, clients and community to invest in their success. We strive to balance exceptional client service, family focus, and financial success while attracting and retaining top talent. As a 14-time recipient of Virginia Business’ Best Places to Work award, our firm culture is a testament to our commitment to our team.

Summary of the Role

As a key member of our Operations team, the Administrative Assistant supports the Firm Administrator and partners while contributing to the smooth day-to-day functioning of our office. This dynamic position plays an essential role in administrative operations, accounts receivable, tax processing support, and occasionally assisting at the front desk. The Administrative Assistant works collaboratively across departments to help deliver a high-quality experience for both our team and our clients. This position will require a minimum of 30 hours and is fully on-site in our Richmond office.

Key Responsibilities

Administrative

Update and maintain firm documents

Organize and manage client data and files

Assist with the processing of tax returns, including scanning, covering, labeling, printing and assembling

Assist with planning and executing firm events, trainings, and special projects

Provide administrative support to Partners

General administrative duties as needed

Serve as a backup to the receptionist during lunch, time off, and at opening/closing as needed

Finance

Prepare and generate client invoices for services rendered

Manage accounts receivable, including following up on outstanding payments and maintaining accurate records

Requirements

Experience

A minimum of 2 years of experience in an administrative, billing or office support role

Proficiency in Microsoft Office Suite (Excel, Word, Outlook) required

Education

High School Diploma, GED or equivalent required

College degree preferred

Skills and Abilities

Proactive, clear and effective communication (both written and oral).

Ability to work in a deadline-driven environment and handle multiple projects / tasks with attention to detail and commitment to quality.

Ability to perform administrative duties with speed and accuracy without immediate and constant supervision.

Strong verbal, organizational and interpersonal skills

Demonstrate flexibility, teamwork and a positive attitude.

Benefits

Comprehensive benefits package, including health insurance (medical, dental and vision), long-term disability and retirement plan benefits

Generous paid time off plan and paid holidays

Dress for your day policy and flexible work arrangements

Fun firm activities and family events

Coaching/mentorship

Full-time