Administrative Assistant

Job Description

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Administrative Assistant serves as a brand ambassador with visitors and clients, while also providing support to management team members through administrative tasks.

Responsibilities

Greet clients, prospective clients and other visitors in a friendly and sincere manner, making them feel comfortable when they visit an office

Answer multi-phone properly with warmth and friendliness and route calls to the appropriate person

Arrange, review and distribute incoming mail according to specified procedures

Coordinate meeting and conference call arrangements, including coordination of rooms, technical resources and catering

Scan and save workpapers submitted by clients

Draft engagement letters to clients if assigned

Format and proofread Financial Statements

Process and assemble of tax returns, including paper & electronic methods

Assist with preparing monthly billing

Processes and mails client invoices

Maintain and input client information in the various software programs including CRM, Star, etc.

Perform administrative duties such as copying, faxing, and scanning

Other administrative duties on an as needed basis

Required overtime during high volume periods. Cross trained in other administrative roles

Requirements

High School Diploma, GED or equivalent required

1-3 years of administrative experience in a professional office environment preferred (prior experience in a CPA firm a plus)

Travel as needed for off-site team-related events and meetings

Working knowledge of Microsoft Office applications (Outlook, Word, Excel and PowerPoint) and Adobe Acrobat

Hands-on experience with office equipment (e.g. printers)

Excellent verbal and written communication skills

Strong organization and prioritization skills

Ability to multitask and work under pressure independently or in coordination with other administrative or management professionals

Ability to find the underlying cause of errors and assist with resolving those issues

Professional attitude and appearance

Ability to be resourceful and proactive when issues arise

Multitasking and time-management skills, with the ability to prioritize tasks

Exceptional customer service skills

Understands and maintains the confidentiality of all information

Benefits

Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

Health Care Plan (Medical, Dental & Vision)

Retirement Plan (401k)

Life Insurance (Basic, Voluntary & AD&D)

Paid Time Off (Vacation, Sick & Public Holidays)

Family Leave (Maternity, Paternity)

Short Term & Long Term Disability

Training & Development

Wellness Resources

Four (4) weeks PTO

Twelve (12) paid holidays, of which three (3) are floating holidays

Rea is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.

Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Full-time