Senior Administrative Professional
1 day ago
Are you a highly skilled administrative professional looking for a new challenge?
We're seeking an experienced Executive Assistant to join our team and help drive our business forward.
The ideal candidate will have 5+ years of experience in administrative roles, with a strong background in bookkeeping or accounting.
In this role, you'll be responsible for providing exceptional support to our operations team, including managing email communication, drafting scopes of work, and implementing task and project management software.
You'll also be the primary point of contact for client inquiries related to tax preparation services, and will provide outstanding customer service to ensure seamless interactions.
This is a fantastic opportunity to grow your skills and career, while working with a dynamic and innovative company that values teamwork and collaboration.
Key Responsibilities:
- Administrative Support:
- Manage email communication, including drafting and sending follow-ups
- Draft scopes of work and other client documentation
- Implement and manage task and project management software
- Client Communication:
- Answer inbound calls via CRM system and respond to text messages
- Navigate client inquiries related to tax preparation services
- Transfer bookkeeping or tax planning leads to appropriate team members
- Provide exceptional customer service
- Social Media Management:
- Use pre-designed templates to post content on social media platforms daily
- Respond to messages and comments on social media
- Project Implementation:
- Complete online training courses for project management software
- Organize internal operations and create streamlined workflows
Requirements:
- Fluent in English
- 5+ years experience in administrative roles
- 1+ years experience in bookkeeping or accounting, or a strong interest in learning
- Familiarity with tools such as Asana, Keeper, and TaxDome
- Strong organizational and multitasking skills
- Excellent communication and interpersonal skills
- Ability to manage and prioritize multiple tasks effectively
- Self-starter who can work independently
- Knowledge of Microsoft Outlook and CRM systems
- Availability to work U.S. business hours
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