Office Administrator for CPA Firm

Well established CPA firm in Charlotte is looking for an office administrator for busy office. The ideal candidate will be a pro-active, take initiative, team-oriented individual who possesses excellent written and verbal communication, organizational and people skills. Strong attention to detail is necessary as well as the ability to be a significant team player. Experience in handling a wide range of administrative and executive support related tasks and the ability to work independently with little or no supervision.

Job Duties:

Manage the ongoing organization and coordination of office administration and procedures to include controlling correspondence, supervising and training office staff, designing and implementing filing systems and delegating and monitoring various tasks

Additional duties to include:

Informing clients of project status and making information requests

Meeting with clients to present deliverables and collect payment

Providing administrative support as needed to include attending and taking notes at meetings, preparing reports, maintaining executive calendars

Answering incoming calls and making outgoing calls to clients

Resolving client concerns in a friendly, professional manner

Process outgoing mail and maintain postage for the office

Maintain internal mail and call logs

Scan and organize client documents

Identify and implement procedural and policy changes to improve operational efficiency of the office

Provide support on ad-hoc requests and related special projects, as required, and keep the management team properly informed

Experience/Qualifications:

Previous experience in administrative and customer services roles

Ability to engage and build relationships with clients

Self-motivated with the desire to go the extra mile

Exhibit professional image in busy office environment

Strong written, verbal and interpersonal communication skills

Ability to maintain security, integrity and confidentiality of highly sensitive information

Proficient in the use of Microsoft Office software suite and willingness to learn industry-specific CRM software

Notary Public a plus

Benefits Available:

Medical, dental & vision insurance

401(k) retirement plan with company match

Paid time off

Flexible work schedule