Administrative Assistant

Responsibilities

The Administrative Assistant provides comprehensive office support, including financial record keeping, client communication, and project management. They are responsible for maintaining office appearance, managing client files, and assisting with tax return and financial statement assembly.

Requirements

Candidates must possess at least an associate's degree or commensurate experience. Strong organizational skills, attention to detail, and advanced customer service capabilities are required for this role.

Skills

• Administrative Support
• Financial Record Keeping
• Customer Service
• Project Management
• Typing
• Filing
• Scheduling
• Proofreading
• Tax Return Assembly
• Financial Statement Assembly
• Client Billing
• Meeting Minutes
• Office Organization
• Communication
• Attention To Detail

Benefits

• Student Loan Paydown Benefits
• Health Insurance
• Dental Insurance
• Vision Insurance
• Flex Spending Account
• Health Care Reimbursement Account
• Short-Term Disability
• Long-Term Disability
• Life Insurance
• Wellness Programs
• Gym Membership Reimbursement
• 401(k) Plan
• Profit Sharing Plan
• Paid Time Off
• Paid Holidays
• Continuing Professional Education

About this role

Description
Under the direct supervision of the Partner in Charge, this position provides administrative support for the office. In addition to typing, filing and scheduling, performs duties such as financial record keeping, being the initial point of contact for client inquiries and payments, coordination of meetings and conferences, obtaining supplies, coordinating direct mailings, and working on special projects.
The Administrative Assistant will be responsible for, but not limited to, the following.

Requirements
Responsibilities:
Organizes and prioritizes large volumes of information and calls.
Sorts and distributes mail. Drafts written responses or replies by phone or e-mail when necessary. Responds to regularly occurring requests for information.
Answers incoming phone calls to the office. Takes messages or fields/answers routine and non-routine questions.
Works independently and within a team on special nonrecurring and ongoing projects. Acts as project manager for special projects, at the request of the partner in charge, which may include planning and coordinating multiple presentations, disseminating information, coordinating direct mailings.
Types and designs general correspondences, memos, charts, tables, graphs, business plans, etc.
Proofreads copy for spelling, grammar and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.
Assembles and e-files tax returns. Assembles financial statements
Responsible for appearance of the office from front to back, lobby clean-up.
Maintains client files. Supply ordering for office. Trafficker of office projects and client tax returns
Petty cash, accounts payable sent to home office. Client billing processing. Meeting minutes.
Requirements:
Associate’s degree or commensurate experience
Attention to detail
Ability to plan, prioritize, and organize a diversified workload
Advanced customer service capability to provide a premier experience to clients of KerberRose
As a team member of KerberRose, you will be provided formal training, one-on-one interaction with leaders of the firm to give you access to industry expertise and the opportunity to be mentored, formally and informally, on a daily basis. As a result of our entrepreneurial atmosphere and management philosophy, team members are given frequent opportunities for achievement and recognition.

KerberRose offers an atmosphere of professionalism marked by a personal touch. Our culture is driven by our core values.

Commitment to Excellence – We have set high standards to provide our clients with exceptional service
Teamwork – We provide an open environment that thrives on working together at all levels to successfully share unique ideas and best practices
Personal Enrichment – We aspire to enrich our team members' personal lives through our welcoming atmosphere and continued focus on work/life satisfaction
Integrity – We are committed to the highest level of integrity and act ethically in every aspect of our business
Opportunities – We are dedicated to providing distinct opportunities to support our team members in achieving their highest potential
Social Responsibility – We focus on giving back to the communities through our time, resources and talents.
Our employees are our most valuable assets and we want you to make a career with KerberRose. That is why we offer a comprehensive benefit package. The following benefits are available subject to group plan requirements and underwriting approval:
Student Loan Paydown Benefits
Health, Dental, and Vision Insurance
Flex Spending Account/Section 125 Plan
Health Care Reimbursement Account
Short-Term and Long-Term Disability
Life Insurance
Wellness Programs
Gym Membership reimbursement
Employer Matching 401(k)/Profit Sharing Plan

We also provide you with:
Paid Time Off
Paid Holidays
Continuing Professional Education
Financial incentive and exam fees reimbursed for passing the CPA Exam
Marketing Incentives
KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 300 firms.

About KerberRose S.C.

Accounting · 201-500 employees · headquartered in Green Bay, Wisconsin