Receptionist/Administrative Assistant

Title: Administrative Assistant 

Summary: 

Performs day-to-day administrative functions. 

Core Responsibilities: 

• Be accountable for assigned tasks 

• Office client and other data (records) and document maintenance 

• Performs administrative process pursuant to Firm guidelines 

• Local service personnel support  

• Networking, education and training records/ logistics support 

Essential Functions: 

• Coordinate the completion of the client acceptance process and approvals 

• Prepare engagement letters and coordinate budget from client service professionals  

• Prepare client bills/ invoices pursuant to Firm guidelines 

• Prepares deliverables (correspondence, reports and proposals), which includes drafting, editing, formatting, desktop publishing, and coordination with client service team for production 

• Coordinates calendars and schedules appointments, ensuring all parties are informed of and kept abreast of schedule awareness. 

• Coordinates meetings including but not limited to preparing and distributing agendas and other meeting materials, reserving and preparing facilities, and transcribing meeting minutes 

• Composes, types, and distributes professional correspondence, memos and e-mails 

• Orders and maintains supplies; coordinates equipment inventory and maintenance 

• Demonstrates a high level of professionalism in dealing with confidential and sensitive issues. 

• Performs general clerical duties including but not limited to filing, photocopying/ scanning, and mailing.  

Nonessential Functions: 

• Performs other duties as assigned from time to time by staff, managers or partners. 

Supervisory Responsibilities: N/A 

Working Conditions: 

• Overtime as needed. 

• Works in office setting  

• Minimal Hazards 

• Ability to lift up-to 15 lbs. 

Minimum Qualifications:  

• Associate's degree (AA) or equivalent, 1 to 3 years of related experience.  

• Excellent verbal and written communication skills. 

• Intermediate skill set with Microsoft Office 365 and Adobe Products 

• Intermediate skill with MS Dynamics data input 

• Commitment to excellence and high standards (i.e., acute attention to detail). 

• Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow. 

• Ability to deal effectively with a diversity of individuals at all organizational levels. 

• Good judgment with the ability to make timely and sound decisions. 

• Ability to work independently and as a member of various teams and committees. 

• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. 

• Demonstrated ability to be proactive, plan, and organize projects.  

This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.