Administrative Assistant

• Actively practice 5-Star customer service to internal and external customers. Immediately greet all internal and external clients in a warm, friendly and professional manner as they enter the lobby.
• Maintain positive client relationships.
• Answer phones with attentiveness and a smile in your voice.
• Retrieve and route all voicemail
• Keep the reception area and conference rooms presentable and supplies stocked (business cards, pen, etc.) when not assisting clients.
• Complete tax return assembly process daily based on need (significant increased levels during tax season). Financial statement report assembly (significant increased levels during tax season).
• Set up new clients in Practice Management, Axcess Tax and XCM.
• Log-in clients and create scan cover sheets as workpapers are received.
• Process bi-monthly timesheets and post time. Key and post expenses.
• Assist clients during pick up of tax returns and other paperwork as necessary.
• Pick up, open and sort the mail into mailboxes after 10:00am. Process and assign postage to all outgoing mail and take mail to the post office before 5:00pm.
• Process daily deposits.
• Print AR report and give to billers. Assist billers with online billing. Print statements and monthly reports.
• Organize and send out hold/mail estimates as required.
• Enter invoices into Bill.com
• Facilitate the shipping of packages and special pick-up requests.
• Perform general office duties including copying, scanning, letter/memo creation, editing and appointment/conference room scheduling.
• Order office supplies as needed. Shop for supplies not ordered online.
• Maintain and monitor the kitchen, reception area and conference rooms for supplies.
• Reconcile petty cash.
• Maintain Wegner business credit card receipts and enter into Nexonia.
• Send tax organizers and business tax engagement letters to clients each year.
• Miscellaneous duties as assigned.

• Two to three years of experience directly related to the duties and responsibilities specified, preferably in a professional services firm.
• Must be able to demonstrate exceptional 5-Star customer service practices.
• Ability to multi-task and remain calm in high task situations.
• Must be proficient with Microsoft office Suite.
• Must present a professional image.
• Demonstration of effective oral and written communication skills.
• Proven record of excellent interpersonal skills.
• Knowledge of multi-phone line operations.
• Demonstrate outstanding time management

Wegner CPAs