What are the responsibilities and job description for the Administrative Professional position at bonadio?
The Bonadio Group is currently seeking a Administrative Professional to support our Small Business Advisory Service Line in our Wilmington, Delaware location. This is a on-site position. Responsibilities Provide comprehensive administrative support to assigned Partners/Principals and other staff as assigned, including calendar management, e-mail triage, scheduling, meeting assistance, time and expense entry, travel accommodations, billing, budgeting, conference/event registration, CPE tracking, and other needs, as requested. Generate reports for assigned Partners including, but not limited to, margin, sales team, new work, period comparison, aging, reconciliation, productivity, performance indicator, culling, client transfer, WIP, WIP transfer, WIP reconciliation, compliance reports, etc. Execute the preparation of client deliverables as applicable including financial statements, tax returns, extensions, organizers, engagement letters, confirmations, quality control submissions, etc. E-file tax returns as needed Facilitate new client acquisition code and project set up; Perform client transfers and PIC reassignments as needed Maintain expertise in firm billing procedures and software, adhering to strict billing deadlines Perform other administrative tasks as needed including proposals, check requests, set up/roll Engagement binders, Partner goals, meeting agendas and minutes, tracking of state licensing, data management, team/office marketing needs, etc. Assist in the planning and execution of statewide retreats, seminars, meetings, and internal or external conferences; Participate as needed, taking notes and following up on tasks Ability to cross-train and learn others’ administrative responsibilities to provide backup assistance as needed Sort incoming mail as necessary Adhere to the highest degree of professional standards and strict client/firm confidentiality Qualifications Required: A minimum of three years of relevant experience A minimum of an associates degree or a high school diploma, GED with equivalent work experience Knowledge of typical office methods and procedures, filing, telephone techniques, scanning, and office equipment, as well as business English usage, spelling, grammar, and punctuation Proficiency in Microsoft Word, Excel, and Outlook, and PowerPoint Hours Of Operation: This is a full-time, in office, hourly position Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You’ll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You’ll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com. EOE/AA Disability/Veteran At TBG, our unwavering goal is always To Be Greater—for our clients, communities, and colleagues. Our next-level accounting, advisory & consulting, and enterprise teammates help unlock the full potential of those we work with. Our talented team of experts, each specializing in various industries, go above and beyond to deliver the perfect solution for every client. Not finding the right fit today? Please let us know that you may be interested in a future opportunity by setting up a Job Alert. 1. Create an account by clicking Sign In at the top, right corner of this page 2. Follow the directives noted