What are the responsibilities and job description for the Administrative Assistant position at EFPR ADVISORY LLC?
Description
Position Summary:
With EFPR’s 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. EFPR remains a destination employer. We are currently looking for a Administrative Assistant to support the Operations/Finance Department and take care of other general administration needs for the office. If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website to learn more. https://efpradvisory.com/careers/perks-benefits
Time & Billing
- Assist with Client Monthly Billings
- Edit, Prepare and Post Invoices
- Assist with Client AR including collections
- Maintain the Time & Billing database
- Produce monthly reporting
- Produce reporting as requested
- Answer Client Emails
- Year End Procedures
- Reconcile Payments with Accounts
- Move, Delete, Update Time Entry
- Assist in coordinating and tracking operational projects, timelines, and deliverables.
- Prepare and maintain operational reports and documentation.
- Coordinate logistics for meetings, events, and training sessions.
- Assist with performance metrics reporting and data analysis for process improvement.
Accounts Receivable
- Receive deposit information recorded in VPM and other money deposited
- Reconcile to VPM
Miscellaneous
- Assist with Time and Billing Changes
- Answer phones
- Assist with client mailings and other admin duties when asked
General Administrative Duties
- Serve as a liaison between Operations, Finance, and other departments.
- Manage calendars, schedule meetings, and coordinate travel arrangements.
- Handle confidential information with professionalism and discretion.
- Contribute to continuous improvement initiatives and administrative process optimization.
Requirements
Education Requirements:
HS Diploma required
Experience:
1–3 years of experience in time and billing, accounting support, or legal/professional services administration
Skills:
- Self-starter & independent worker
- Written & oral communication skills to communicate effectively with clients & vendors
- Written & oral communication skills to communicate effectively with partners, managers, and staff
- Knowledge of Practice Management Workstation in CCH a plus
- Time and billing software proficiency (e.g., Aderant, Elite 3E, Timeslips, Clio, CCH Practice Management)
- Microsoft Excel (formulas, sorting/filtering, PivotTables, XLOOKUP/VLOOKUP)
- Microsoft Office Suite (Outlook, Word)
- Data entry with a high degree of accuracy
- Accounts receivable (AR) processing
- Invoice preparation and billing
- Payment reconciliation
- Financial reporting
- Database maintenance
- Recordkeeping and document management
Salary : $22 - $25